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vestwell-wins-390000-amazon-delivery-driver-401k-plans-hones-gig-edge-though-fidelity-still-recordkeeps-15-million-amazon-w-2s
Vestwell wins 390,000 Amazon delivery driver 401(k) plans, hones 'gig' edge, though Fidelity Investments still recordkeeps 1.5 million W-2s

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NerdWallet buys small RIA to unlock other half of its vision -- a one-stop-shop for wealth management -- that will challenge traditional RIAs on fees and client referrals
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Pershing rolls out new RIA custody fee schedule for firms from zero to $10 billion in assets - a dynamic of competing against zero-fee custodians who take revenues from client accounts
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After merger shock, LPL staff apologized to Ralph Angelo for blindside, which he now gladly accepts as first major recruit under LPL-Commonwealth combo
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Moody's downgrades Wall Street play to target retail clients as piggy bank to soak up trillions of dollars in illiquid investments
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After hitting $2.7 trillion in RIA assets, Envestnet adds an RIA executive position to expand wallet share with existing wealth clients -- many of them Tamarac users
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Schwab undercuts Vanguard (and BlackRock) again by slashing ETF fees up to 50% -- math that works when keeping RIAs is a priority
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BlackRock will soon own a $30 billion RIA rollup (through a manager's fund) that has grown 500% since 2020 mostly by M&A, and could now ramp up
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Fisher Investments launches 'fiduciary.com' to 'educate' clients and RIAs, but site smacks of 'naked lead-gen,' says Fiduciary Institute's head
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Fielding Miller calls on Mike Wunderli at 'inflection point' after CAPTRUST zoomed to $1 trillion but needs M&A energy injection to hit $2 trillion
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Focus Financial breaks deal drought and kills off 'hub' talk by merging $10-billion West Coast acquisition with $175-billion Boston unit
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Orphaned RIAs cry foul after Morningstar socks them with stark choice -- pay up with Black Diamond, or scramble to get data to new provider, at big expense
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Strive's plan to buy cheap Bitcoin • Vanguard's path to lift crypto ban • Addepar buys 'AI' shop • Data is key, AdvisorEngine says • Vestwell's chicken coup • Carson's new chatbot 'smarter'

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