RIABiz

RIABiz is a digital journal that focuses on the financial advisory sector. Based in Mill Valley, California, our publication emerged in the aftermath of the 2008 financial crisis and the decline of traditional print media. We utilize researched journalism and editorial insights to highlight the emergence of innovative client-centered financial advice models, all while reflecting on Wall Street's downturn. After nearly a decade in operation, RIABiz understands that our audience craves engaging content, similar to a gripping Netflix series. We strive to deliver stories enriched with the latest data, facts, context, images, and compelling narratives.

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UBS finally throws in towel on using robo-RIA to incubate investors to feed to its human stockbrokers -- with SigFig a casualty and clients in play

1 week ago | riabiz.com | Oisin Breen

UBS finally throws in towel on using robo-RIA to incubate investors to feed to its human stockbrokers -- with SigFig a casualty and clients in play SigFig got into business to disrupt Wall Street, then got buoyed by UBS, but now both are part of a long-augured robo shakeout Mike Sha's firm got buoyed for years by UBS. Brooke Southall and Keith Girard contributed to the editing of this article.
Envestnet drops plan -- for now -- to enter RIA custody, opting for 'deepened integrations' with Fidelity, Schwab, and Pershing in first major reveal since Bain Capital buyout | RIABiz

1 week ago | riabiz.com | Brooke Southall |Oisin Breen

Envestnet drops plan -- for now -- to enter RIA custody, opting for 'deepened integrations' with Fidelity, Schwab, and Pershing in first major reveal since Bain Capital buyout New CEO Chris Todd promises technology, solutions, insights and partnership with custodians, also including Goldman Sachs, Altruist and Axos Chris Todd: We have the infrastructure to continue to lean in and develop the products and solutions advisors need. Keith Girard contributed to the editing of this article.
Envestnet drops plan to enter RIA custody, opting for 'deepened integrations' with Fidelity, Schwab, and Pershing in first major reveal since Bain Capital buyout | RIABiz

1 week ago | riabiz.com | Brooke Southall |Oisin Breen

Envestnet drops plan to enter RIA custody, opting for 'deepened integrations' with Fidelity, Schwab, and Pershing in first major reveal since Bain Capital buyout New CEO Chris Todd promises technology, solutions, insights and partnership with custodians, also including Goldman Sachs, Altruist and Axos Chris Todd: We have the infrastructure to continue to lean in and develop the products and solutions advisors need. Keith Girard contributed to the editing of this article.
Focus unwinds another RIA hub and adds, again, to Adam B's internal empire • Top SSGA alts exec resigns after fund kerfuffle • SEC and judge deliver one-two ordering Vanguard to pay investors' legal fees | RIABiz

2 weeks ago | riabiz.com | Oisin Breen

Focus unwinds another RIA hub and adds, again, to Adam B's internal empire• Top SSGA alts exec resigns after fund kerfuffle• SEC and judge deliver one-two ordering Vanguard to pay investors' legal fees The New York City rollup doesn't need six hubs• Shewta Narasimhadevara is leaving SSGA after just five months in her current role• Judge blocks what class accepted, telling lawyers there's a better deal on the table Adam Birenbaum is rolling up his roll-up, after climbing up.
Schwab's 'superhighway' project could supercharge RIA business, yet fees elicit sticker shock and its leap to RIA 'support' channel may test critical alliances | RIABiz

2 weeks ago | riabiz.com | Brooke Southall

Schwab's 'superhighway' project could supercharge RIA business, yet fees elicit sticker shock and its leap to RIA 'support' channel may test critical alliances Schwab's 'ProDirect' is aimed at winning sub-$300-million stockbrokers, possibly from IBDs, but a whole world of symbiotic networks may feel the heat of competition from their RIA custodian Brad Losson: ‘We want to create not just a path but a superhighway to independence. Keith Girard contributed to the editing of this article.
Fidelity piloted 'free-money' 401(k) matches for eight years before going live last year; now Schwab is 'bolting-on' a third-party gizmo and imitating its rival with the launch of its own program | RIABiz

2 weeks ago | riabiz.com | Brooke Southall |Rogers Crowley

Fidelity piloted 'free-money' 401(k) matches for eight years before going live last year; now Schwab is 'bolting-on' a third-party gizmo and imitating its rival with the launch of its own program Big 401(k) recordkeepers are racing to avail plan participants of billions in cash employers are eager to funnel to them under new scheme unlocked by the SECURE Act 2.0 Louis Harvey: ‘Fidelity adds value for employers that translates into profits.’Keith Girard contributed to the editing of this article.
Advyzon founder and CEO confirms receiving 'unsolicted' interest from M&A suitors and capital providers, and Charles Schwab Corp has emerged as potential suitor, driven by its RIA side, a source says | RIABiz

3 weeks ago | riabiz.com | Oisin Breen

Advyzon founder and CEO confirms receiving 'unsolicted' interest from M&A suitors and capital providers, and Charles Schwab Corp has emerged as potential suitor, driven by its RIA side, a source says Hailin Li issued a detailed response to an RIABiz query acknowledging his company causes merger hearts to flutter, but he stands pat: 'not for sale' Hailin Li: Advyzon often gets unsolicited investment inquiries and acquisition offers but is not for sale.
Robinhood's new 'robo-advisor' is disrupting 'robo' norms; three early users report some eye opening findings and how it targets young trade-hungry investors | RIABiz

3 weeks ago | riabiz.com | Oisin Breen

Robinhood's new 'robo-advisor' is disrupting 'robo' norms; three early users report some eye opening findings and how it targets young trade-hungry investors The Menlo Park, Calif.
Addepar finally confirms massive 'G' raise months past closing, but with terms intact and previously unnamed PE firm as co-lead; analyst calls it 'positive sign' | RIABiz

3 weeks ago | riabiz.com | Brooke Southall

Addepar finally confirms massive 'G' raise months past closing, but with terms intact and previously unnamed PE firm as co-lead; analyst calls it 'positive sign' The Mountain View, Calif. firm had the $230 million lined up in January, expected to announce late February, but broke the news today. Eric Poirier: Our focus has been on building a unified platform. Keith Girard contributed to the editing of this article.
Vanguard's and Blackstone's plan to bring 'alts' to the masses revealed in SEC filing, but protagonists take passive role, leading analyst to brand the new fund a 'dud' | RIABiz

3 weeks ago | riabiz.com | Brooke Southall

Vanguard's and Blackstone's plan to bring 'alts' to the masses revealed in SEC filing, but protagonists take passive role, leading analyst to brand the new fund a 'dud' Industry analysts expected much more after Vanguard CEO Salim Ramji and Blackstone president and chief operating officer Jon Gray did a joint video, brimming with promise. Dan Sotiroff: It begs the question: What is Vanguard's role in the collaboration? Keith Girard contributed to the editing of this article.