Articles Published 12/2016


HeadlinePublish date

With Addepar muscling in, original UHNW software force PCR hires new CEO, triples engineering staff, kills off asset-based pricing and seeks more RIAs

Plucky Bob Miller is replacing Rob Fiore at the Wilton, Conn. firm with a keen sense of UHNW hegemony and willingness to take half an RIA loaf for reporting on managed illiquid assets

December 30, 2016 — 7:14 PM UTC

How Aspiriant knocked out another all-stock deal for an $850-million-AUM firm and why such pure-paper transactions don't grow on trees

Stanford had done its own succession spade work and its principals were willing to become workers in a Deloitte-cultured firm

December 29, 2016 — 4:09 PM UTC

The 10 RIABiz stories advisors connected with most deeply in 2016 and how hubris and humility ran amok in this didn't-see-it-coming year

How did Aequitas swamp CONCERT? Power outages at LPL, Cetera and Wealthfront? Adolescent robo problems? And was that Tony Robbins hawking his money book ... again?

December 28, 2016 — 5:54 PM UTC

Vanguard and BlackRock slash prices at Christmastime but only Vanguard feels the need to defend its actions

The Malvern, Pa. giant is just doing what it always does, CEO Bill McNabb says, and it isn't just 'another volley fired in the fee war'

December 27, 2016 — 5:27 PM UTC

Eric Clarke hatches plan to put RIA fees front and center by applying sunlight to 1.5 million accounts

The president of Orion Advisor Services mined the fee information of the 1,000 RIAs who use his software

December 23, 2016 — 7:25 PM UTC

Will Bond King's plebeian returns in 2016 encourage a thawing of cold war with Morningstar?

DoubleLine's Jeffrey Gundlach still allows the Chicago fund researcher no interviews or due diligence but some fact checks and receives praise -- faint -- in return

December 22, 2016 — 8:09 PM UTC

T. Rowe Price plucks an RIA 'pain' expert from Vanguard Group to rethink asset management delivery

With net flows flattish in Baltimore, Michael Park arrives to make sales interactions with RIAs more of a 'dialog'

December 21, 2016 — 6:09 PM UTC

Fidelity warns on the fees RIAs charge as growth of their practices falter yet lower prices aren't the answer

The Boston custodian calls attention to pedestrian 2015 organic net new growth of 6.7% as sign that clients are baffled about what exactly they are paying for

December 20, 2016 — 7:13 PM UTC

RIAs get schooled on how to cut out the greediest middlemen -- insurers and hedgers -- at an event at Chicago Board Options Exchange

Options Industry Council panel showcased success stories and product pitchers of off-the-rack options automation and our caffeinated reporter swears it was all in a layman's intellectual grasp

December 19, 2016 — 6:47 PM UTC

Seven RIAs tell what big project they spent money for in 2016 -- and why

Graham Thomas corralled advisor principals at MarketCounsel's Summit in Miami Beach and got some intense answers

December 16, 2016 — 8:11 PM UTC

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