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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Fisher Investments launches 'fiduciary.com' to 'educate' clients and RIAs, but site smacks of 'naked lead-gen,' says Fiduciary Institute's head

3 weeks ago | riabiz.com | Oisin Breen

The Plano, Texas, RIA bought the URL, 'fiduciary.com,' in 2024, and shows that if you can disclose it, you can often declare it in a client's best interest.
Fielding Miller calls on Mike Wunderli at 'inflection point' after CAPTRUST zoomed to $1 trillion but needs M&A energy injection to hit $2 trillion

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

Fielding Miller calls on Mike Wunderli at 'inflection point' after CAPTRUST zoomed to $1 trillion but needs M&A energy injection to hit $2 trillion The CAPTRUST CEO's firm dominated the 401(k) RIA rollup game for a decade, and LA dealmaker's hire comes as the market has changed to higher multiples and more determined rivals. Mike Wunderli: I’ve seen how the industry’s top acquirers have evolved. Keith Girard contributed to the editing of this article.
Focus Financial breaks deal drought and kills off 'hub' model by merging $10-billion West Coast acquisition with Boston super hub

3 weeks ago | riabiz.com | Brooke Southall

Focus Financial breaks deal drought and kills off 'hub' model by merging $10-billion West Coast acquisition with Boston super hub With $175-billion, Focus Wealth Partners is dominating M&A mojo, transition 'vernacular' and decentralization is out the window as Focus starts buying again with a vengeance. Fred Fern: Finally selling after founding his firm in 1963. Keith Girard contributed to the editing of this article.
Orphaned RIAs cry foul after Morningstar socks them with stark choice -- pay up with Black Diamond, or scramble to get data to new provider, at big expense | RIABiz

3 weeks ago | riabiz.com | Oisin Breen

Orphaned RIAs cry foul after Morningstar socks them with stark choice -- pay up with Black Diamond, or scramble to get data to new provider, at big expense Hundreds of Morningstar Office users are facing 'early' 2026 deactivation but a Cadillac exit awaits if RIAs transfer solely to Black Diamond. Christ Hastings: We're going to see a crime scene in November and December. Brooke Southall and Keith Girard contributed to the editing of this article.
Strive's plan to buy cheap Bitcoin • Vanguard's path to lift crypto ban • Addepar buys 'AI' shop • Data is key, AdvisorEngine says • Vestwell's chicken coup • Carson's new chatbot 'smarter' | RIABiz

3 weeks ago | riabiz.com | Oisin Breen

Strive's plan to buy cheap Bitcoin• Vanguard's path to lift crypto ban• Addepar buys 'AI' shop• Data is key, AdvisorEngine says• Vestwell's chicken coup• Carson's new chatbot 'smarter' The anti-ESG shop launches more unusual financial engineering• Will Vanguard lift crypto ban? • Addepar AI Leaps• AdvisorEngine just sealed five new deals• Carson and Fava go AI to get smartBrooke Southall and Keith Girard contributed to the editing of this article.
Wealthfront renews 'passive' vows -- with a 10% play-money clause -- after it dissolves 'failed' fund and counters Silicon Valley next-door nemesis Robinhood's entry into hyper-active robo-investing | RIABiz

4 weeks ago | riabiz.com | Oisin Breen

Wealthfront renews 'passive' vows -- with a 10% play-money clause -- after it dissolves 'failed' fund and counters Silicon Valley next-door nemesis Robinhood's entry into hyper-active robo-investing The $36-billion AUM Palo Alto robo-advisor published Bogle-level passive investing defense, after dissolving much maligned 'Risk Parity' fund, ahead of Vlad Tenev's entry into gameBrooke Southall and Keith Girard contributed to the editing of this article.
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 month 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 month 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 month 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

1 month 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.