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on a tightrope

rick-wurster-walks-wall-street-analysts-through-three-part-custody-fee-ria-plan-with-one-surprise-a-play-on-ria-value-chain-likely-a-tamp-one-analyst-says
Rick Wurster pledges to 'monetize' Schwab's RIA assets in three ways -- and 'wealth management' is the new one, likely a TAMP from the Rick Wurster's description, analysts say

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Rick Wurster's CEO tenure begins with a big RIA question: will he honor Bernie-tenure 'pledge' to keep custody free, or will he create a new, possibly better, pricing paradigm?
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Rick Wurster is 'ideally prepared,' for CEO role, says Charles R. 'Chuck' Schwab -- he practically runs the company, advances the business model and actually lives in Texas
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Walter Bettinger joins Charles Schwab Corp. mass executive exodus, leaving a very complex CEO puzzle to solve for his young, ex-McKinsey successor
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Dan Arnold is gone as LPL CEO, but his leverage to negotiate a settlement is apparent as LPL tells SEC it is deferring exercise of 'automatic forfeiture' of some vested options
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Dan Arnold steps down as LPL CEO, under a cloud, effective immediately; Steinmeier steps in as interim CEO
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After a time of tumult, InvestCloud is divulging a reimagined business model where alts are the main course -- but analyst is wary that it's really just another TAMP
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Federal judge, who tossed Stephen Greco's sweeping RIA lawsuit, grants leave to refile with more facts and less 'overlong and needlessly complex' arguments
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The folksy Kitces 'fintech map' ballooned by 265% to 485 brands over six years, a sensation sowing seeds of its own destruction, making Kitces chart two new 'maps' -- including an app
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Envestnet shareholders make it official, they want out of public shares, clearing Bain Capital to press forward -- leaping other hurdles and getting the TAMP at a cash-in-hand discount
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Charles Schwab Corp. sets 2025 to shut down RIA robo-advisor, will stop onboarding RIA clients in November 2024, offering legacy TD Ameritrade software as replacement
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Pontera password-sharing business model is a bridge too far for Fidelity; it bans the practice for its 401(k) plans in blow to the fintech's future
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Betterment changes its RIA custody brand to 'Advisor Solutions' -- a sign that digital innocence and niche marketing are now passé -- but its RIA clients are applauding

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