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Advyzon founder and CEO confirms receiving 'unsolicted' interest in a merger, and Charles Schwab Corp has emerged as potential suitor, driven by its RIA side, a source says

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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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CD&R again wipes away more vestiges of Focus Financial's 'financial-engineering' legacy by making Adam Birenbaum president, and revealed their 60 RIA ADVs add up to $450 billion
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The unbreakable 1% RIA fee looks vulnerable to new threats from young clients in skinny jeans, says Cerulli study, but falling fees are not a fait accompli, analysts counter
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BlackRock adds Fidelity's retail legend and Morgan Stanley ex-retail chief, sparking belief Larry Fink is eyeing wealth channel
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Vanguard gets new CFO, Salim Ramji's second, strategic and handpicked selection • High rates but lower-balance money markets • SEC loses nearly 1-in-5 staff -- largely from its legal nerve center
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Goldman Sachs signals Charles Schwab Corp. is out of the woods with huge rating upgrade based on less debt, more cash and 'durable' organic growth
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Betterment will add self-directed investing in 2025 as part of grander post-robo plan-- something co-founder Jon Stein admits is likely long overdue
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Top federal regulator floats putting 'mid-size' RIAs -- possibly up to $1 billion in AUM -- under sole state purview, and Adrienne Gurley provides insights in an RIABiz Q&A
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Altruist wins 'unsolicited' $152-million raise, including capital from Salesforce, which is midstream 'very deep integration' signalling shift to $1-billion-plus RIAs
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Robinhood's surefire 'RIA' play -- custody and robo-advice -- just got shakier as its 'betting' ambitions go full bore and eight states (blue and red) throw up resistance

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