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Peter Mallouk sees seismic shift in RIA M&A from sellers to (some) buyers, if two bad years shake would-be seller complacency and suboptimal buyers bail out

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RIAs are starting to embrace 'model' portfolios, pressuring the status quo proprietary model of giants like BlackRock, Vanguard and Capital Group and making TAMPs emphasize back office support
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AssetMark just made it more turnkey for RIAs to manage held-away 401(k) accounts, in part, by agreeing to use Fidelity's protocol
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Fidelity soars to $16.4 trillion of assets, a 16% jump of $2.3 trillion for 12 months, and widens gap on BlackRock and Schwab
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Charles Schwab drops big clue that it will 'build,' not buy, spot trading capability, though the launch is likely well into 2026
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DOL's brass denounces Biden for stifling private 401(k) investments, yet bars plan participants -- even plan sponsors -- from picking direct investments; deferring to 'the BlackRocks of the world'
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ETF.com comes under Future Proof ownership, with vast staff reductions; CEO Salim Ramji says Vanguard 'turned the corner' on tech woes, but slams door on crypto
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Orion's prideful 'cementing' release and its '$5-trillion' milestone prompts rivals -- Black Diamond, Tamarac, Addepar, Advyzon -- to counter with performance data and stories of triumph and momentum of their own
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Trump Labor Secretary 'applauds' Trump and his executive order to put 'alts' in 401(k)s, but president is overstepping Congress, fiduciary expert says
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GeoWealth rakes in second Wall Street-branded 'Series-C' tranche, this time $38 million, as Apollo joins BlackRock and J.P. Morgan
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RIAs need to know that jargon undermines them; it rarely impresses and often alienates someone seeking connection. It's a fixable problem
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LPL closes Commonwealth deal while shares tumble; and warns that moving FAs from Fidelity's clearing will take two extra quarters, and the deal triggered mass due-diligence on RIA model
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John Rourke just sold half his company to take 'biggest shot' of his life -- combining $200 million and artificial intelligence to exploit Salesforce's supposed Achilles' heel with RIAs -- implementation

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