Ryan Smith, Ryan Sweeney and Halo invested at a valuation 560% more than Savvy's B round 15 months ago, enticed by some wins, an artificial intelligence tailwind and the former LPL CEO on speed-dial.
The $780-billion RIA owner says eye-popping side deals like $4.3-trillion RVK add to the core 'Creative Planning' strategy -- ...
The Wealthfront CEO turns Q2 earnings into a confessional, volunteering how the robo-advisor misjudged it's cohort's ...
The Westlake, Texas, broker/custodian is 'the gorilla' with 'first crack' at new AI system, and will have the category-killing, API-supreme-equivalent that RIAs will be compelled to adopt -- or else, ...
The Mariner CEO is all-in on Humanity Labs' agentic artificial intelligence, a venture he co-owns; the payoff will be faster and smoother integration of RIA acquisitions, he says.
The New York City PE powerhouse likely spent $500 million-plus to power up its Envestnet take-private deal by creating a ...
The new Schwab price schedule, much like Fidelity's 'wrap manager,' goes into effect in 2027 and aligns with the aggressive ...
Jason Wenk (right) [with Salim Ramji]: We've been defying the odds and proving the haters wrong for nearly eight years. Key Points Vanguard’s $4.6 billion Altruist acquisition marks a direct challenge ...
The Springfield, Mass. life insurer is passing the 'controlling interest' baton to private equity on the verge of RIA play to ...
Yoav Zurel: There is no one-size-fits-all approach to retirement planning because there is no one-size-fits-all retirement saver. Brooke's Note: It seems to me that it makes all the sense in the world ...
Jason Wenk: 'They know who I am.' Brooke's Note: I got Jason Wenk on the phone Friday. We had published our article the day before about the obstacles Vanguard faces in making its purchase of Altruist ...
Anthropic staffer quit among dire warnings Tuesday and the RIA startup today released the news it has a patent to exceed ...
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