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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
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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Focus unwinds another RIA hub and adds, again, to Adam B's internal empire • Top SSGA alts exec resigns after fund kerfuffle • SEC and judge deliver one-two ordering Vanguard to pay investors' legal fees
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Schwab's 'superhighway' project could supercharge RIA business, yet fees elicit sticker shock and its leap to RIA 'support' channel may test critical alliances
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Fidelity piloted 'free-money' 401(k) matches for eight years before going live last year; now Schwab is 'bolting-on' a third-party gizmo and imitating its rival with the launch of its own program
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Advyzon founder and CEO confirms receiving 'unsolicted' interest from M&A suitors and capital providers, and Charles Schwab Corp has emerged as potential suitor, driven by its RIA side, a source says
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Robinhood's new 'robo-advisor' is disrupting 'robo' norms; three early users report some eye opening findings and how it targets young trade-hungry investors
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Addepar finally confirms massive 'G' raise months past closing, but with terms intact and previously unnamed PE firm as co-lead; analyst calls it 'positive sign'
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Vanguard's and Blackstone's plan to bring 'alts' to the masses revealed in SEC filing, but protagonists take passive role, leading analyst to brand the new fund a 'dud'
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Vivek Ramaswamy jumps on the next new thing, a Bitcoin treasury company, with a 'mad science' twist -- a reverse merger and tax-advantaged investments to build a $1 billion crypto horde
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LPL shares surge on earnings beat; Commonwealth deal, 'tracking towards 90% retention' keeps firm on path to be 'best in wealth management'
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Philip Palaveev brings hard math -- and his heart -- to topic of RIA staffer 'moms' ahead of Mother's Day with timely new study
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AdvicePay, co-founded by Alan Moore and Michael Kitces, buys payroll software solution from LPL RIA owner that should ease a major headache for RIAs -- getting staff paid
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Schwab's Rick Wurster is green with praise • SmartAsset called out for 'profanity' over Ass mascot • Morningstar Office closure will cost millions

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