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writing in Reed

reed-colley-is-back-as-orions-president-with-the-immense-task-of-taking-its-legacy-ria-technology-and-making-it-into-a-dream-experience-with-help-from-data-stores-and-ai
Reed Colley is back among the Big Four as president of Orion and with his 'Summit' software applied to thousands more RIAs

More Recent Stories:

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Vanguard completes shakeup with outsiders Salim Ramji, Joannna Rotenberg supplanting firm lifers Tim Buckley, Karin Risi as RIA takes center stage
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Incoming Charles Schwab CEO toes edge, telling RIAs he will greenlight spot coin trades, maybe 'in short order' under Trump, but conservative firms still must have 'risk appetite,' SEC attorney cautions
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Karin Risi, an odds-on 'next in line' to ex-CEO Tim Buckley, and founder of Vanguard's $312-billion 'RIA,' exits the company
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With Ray Dalio gone and assets down, Bridgewater wants retail assets, but at arm's length; partner State Street will absorb hassles and risk for branding and fee opportunity
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Vanguard Group reminds RIAs not to overplay near-zero-risk, high-return cash game and also releases new fund products to transition back to bonds
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'Oversubscribed' DPL Financial raises $23 million -- including from insurers it screens; cash is earmarked to build 'straight-thru' annuity purchases
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Fidelity will default all RIA custody accounts into FCASH at 2.32% and reinvest cash to pocket the spread -- amid some grumbling -- but advisers can still 'manually' move money to higher yields
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Jon Beatty uses his Schwab IMPACT coming out party to let RIAs know he is anti-disruption, and to expect the RIA industry to decelerate, after 10 crazy years of growth
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CI Financial go-private deal removes Bain Capital's 14.5% PIK chokehold on Corient, CI's Miami-based RIA unit, but at the price of control
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RIA roll-ups sharpen knives for next $3 trillion RIA sellers after hitting $1.5 trillion, Cerulli says, propelled by new breed of RIAs likely to embrace the category
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Jason Wenk sees light at the end of the Robinhood/TradePMR merger, but not before a dark tunnel that could see 40% of RIAs bolt
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Manish Khatta unapologetically lowers boom on remote-working staff and corrals them in a suburban Washington, D.C., office building to better manage skyrocketing growth

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