Marco De Freitas wil undertake the massive switch from Vanguard in November and Jennifer Frazier will mostly formalize her ...

Savvy and Fidelity make a strong team to target Commonwealth assets, Savvy CEO says, because those advisors lived on Fidelity ...

The Westlake, Texas custodial giant of $6 trillion helped launch Rise Private Wealth Management and its is is running the ...

RIAs are caught in the middle over data concerns, as the $6-trillion RIA custody giant blindsides the soon-to-be ...

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, ...

Chris Todd: We're not slowing down to make this happen — we're speeding up. Key Points Envestnet acquired Vestmark for up to $1 billion to bolster institutional trading and tax capabilities for ...

Bryan Olson: Overseeing 'elegant' upgrade plan and now come the fee adjustments. Charles Schwab & Co. unveiled another critical piece of its plan to radically increase fee revenue at its ‘Schwab ...

Max Lane: All of this is accelerated and has a higher probability of coming to market sooner because of this transaction. Key Points Aquiline Capital Partners acquired control of Flourish from ...

SEC proposes rescinding the 2010 'pay-to-play' rule to reduce compliance burdens and protect advisors' political speech rights. Rescission would allow investment advisors to bid for public pension ...