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Joe Duran's second RIA act is rocking with eight staff, four co-founders and a conspicuously anti-United Capital concept that will flip RIA stakes 'eventually' as a minority investor
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Orion rescinds RTO order after its staff rebels by hijacking company email list, distributing petition and tipping off RIA media
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Vanguard sets an April 1 sell-by-date for some RIA clients to downgrade service or pay $300 upcharge, part of a concerning 'MBA-ization,' analyst says
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LPL goes straight at wirehouse crown jewels -- corner-office brokers -- by re-platooning orphaned First Republic insider and making a high payout book portable and saleable
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Iconiq Capital doubles its New York City footprint to reflect spike in hiring and new clients, but AUA has been stuck around $80 billion for past two years
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Embattled Mint.com is shutting for good, weeks after Fidelity finally cut off free, screen-scraped data that was at the heart of its business model
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Six months after 'Nitrogen' reboot, Aaron Klein pulls rip cord on CEO job but will stay on board to jumpstart quest for $1-billion valuation under hand-picked replacement
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'Something-is-broken' question draws no resounding response at Envestnet Q3 earnings call; shares still bleed, but execs see a 2024 cash flow rebound and flash an ace in the hole -- RIAs
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Peter Mallouk ends up losing the majority of Goldman-United Capital advisors in headline-intensive deal but keeps the lion's share of the managed assets
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Black Diamond's gutsy CRM play is a self-branded product built on a Salesforce chassis that undercuts the giant on price and simplicity and converts to Salentica with flip of a switch
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As more prominent Schwabbies emerge amid 2,000 layoffs, Schwab CEO reassures that no 'meaningful' second shoe-drop is 'in the works at this point,' unless 'circumstances' dictate it
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Fidelity reveals it switched its RIA sweep default to a much lower-yielding FCash product, on new accounts, during Schwab's very pre-occupied week; new yield still beats Schwab's by about 300%, but advisors are sure to be irked

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