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pledge with edge

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A day ahead of IMPACT 2024, Envestnet and Schwab do API housekeeping and pledge 'robust' inter-firm cooperation to co-served RIAs as each edges onto the other's channel turf

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Fidelity Investments surges past $15 trillion, on its way to $16 trillion, after its CEO made one big, contrarian bet and two smaller plays that have the giant hopping
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Mike Durbin set to take CEO reins at Cetera to further Genstar's bold mission, with $1 trillion looming on the horizon and his eyes on the prize
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Clayton, Dubilier & Rice 'likely bumped up multiple by a few turns' on Focus Financial valuation with self-merging binge that's gathering steam with $6.6B AUM GYL deal
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Vise resets -- again -- with more executive firepower and fresh vision focused on RIA M&A and 'wellness,' but analysts say its solutions must stand apart to succeed
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Vivek Ramaswamy $30-million venture launches wealth RIA --- just ahead of the election -- and dumps Columbus, Ohio for 'economic advantages' of Dallas
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Facet Wealth (mostly) borrows $35 million after three years of sober cash rationing, but -- after self-curbing growth -- analysts see upsides
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Rich Steinmeier turns big page on Dan Arnold era at LPL with 'pivot' promise to stop managerial dictating -- not long after LPL removed RIA hurdles to custody at Fidelity, Schwab and other rivals
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Charles Schwab & Co. is going to 24-hour trading, responsibly, it says, even as Fidelity abstains
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Marty Bicknell loads up on Neuberger Berman capital 'ahead of plans' after RIA deal 'supply' exploded ahead of plan -- and financier rolled with 'marching order'
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Apollo partners with State Street Global Advisors for ultimate moonshot -- making alts liquid with ETFs -- but Apollo may make liquidity function at a premium untenable for investors, never mind the SEC
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The glaring obstacle preventing private investments from quintupling assets in eight years -- wealthy investors who can hardly name a single provider's brand
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Hightower's 'one-plus-one-equals-five,' off-script, catch-up purchase of $250 billion AUM RIA will sponge up referrals and help centralize investing for 642 advisors

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