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Goldman Sachs RIA custodian gets new No. 2 to replace the departed Cooper Rey, just as it lands its second biggest ever client in $55 billion AUA, NewEdge Capital

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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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Schwab Advisor Services discloses IMPACT 2024 details -- think Jon Beatty, AI experts and Dan Pink; it veils the venue, but ... psssstt
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Dani Fava era of buying à la carte tech for Carson Group takes shape with 'modular'-minded YCharts deal -- but Orion is still the mainstay
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RIA citizen and pro comments range from 'shocked! shocked!' to 'ho-hum' on Fed's 50-point rate cut but agree on key points

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