RIABiz

Morningstar's sale of ByAllAccounts to Pello won't close -- the latest mishap in the 'aggregation' category as Plaid seeks IPO and CFPB mulls plan to permanently allo…

The Chicago fund tracker reassures RIAs the account aggregation service levels won't drop off -- not least because in-house ...
RIABiz

Morningstar's sale of ByAllAccounts to Pello won't close -- the latest mishap in the 'aggregation' category as Plaid seeks IPO and CFPB mulls plan to allow data fees

The Chicago fund tracker reassures RIAs the account aggregation service levels won't drop off -- not least because in-house ...
RIABiz

Fisher Investments is facing a swarm of M&A-minded national RIAs, but it's obsessively self-contained after growing by nearly $300 billion since a 2019 PR mish…

The Plano, Texas RIA sat at $112 billion when its owner made headlines for unfortunate remarks, but the firm has grown ...
RIABiz

Vestmark strikes 'standalone-RIA' black gold as (TAMP) AUM leaps past $50-billion -- a five-fold increase -- after critical upgrade triggers T. Rowe Price, BlackRock, Capita…

The Wakefield, Mass., firm has already received $2 trillion of love as an institutional, private-label product, but ability ...
RIABiz

Acorns' new ploy – a kiddie advisory board – draws analyst scoffs and plaudits, as Trump accounts touch off rush to siphon rollovers from Trump-favored Robinhood …

Giants Fidelity, Schwab, Vanguard and Empower are enticing small investors with perks, programs, but Acorns says kids are the ...
RIABiz

An RIA is stripping out software from $1 billion-plus of acquisitions -- with a new $48.5 million raise and sky-high praise -- but critics say Arca Wealth mostly has a new ...

Arca Wealth raised $48.5 million, aiming to revolutionize RIA technology with AI. Critics question if Arca's AI integration is a true breakthrough or an existing model. The firm strips out legacy ...