After Marie Chandoha turns around Schwab's smarting mutual fund unit, she steps aside to make way for Jonathan de St. Paer who faces a new kind of momentous challenge

His days of playing defense done, Jeff Concepcion pinches pennies then poaches a Fidelity and Schwab veteran to execute grab for next $6 billion of AUA at Stratos

Ron Carson ends national search for chief marketing officer by doing a local M&A deal using his favorite HR broker -- Eric Clarke

Michael Kitces reveals 'crazy goal' of on-boarding 10,000 advisors and, yes, it may cause 'culture' problems

Yet another Goldman Sachs advisor breaks away, risks its legal ire and stands wordlessly by for three months to become an RIA

Oisin's Bits: DriveWealth is newest RIA custodian with VC money and an Apex mindset; Vestmark hits $1 trillion and promptly gives RIAs means to crank out push-button hedging across accounts

LPL Financial markets itself as a savior to reps at 14 IBD firms under the 'precarious' spell of private equity investors, despite its own private equity past

As many of his RIAs hit critical third year, Michael Kitces uses XYPN Live event to signal his startup's market power is catching up to his mind share

Focus Financial buys $17 billion DFA TAMP for $235 million through its $3.6 billion DFA TAMP

LPL Financial hires new 'digital' head of recruiting -- IBM exec Scott Posner -- after the old school approach was leaking oil

Facet Wealth appoints Mark Tibergien's 'reverse mentor,' Kayla Kennelly, to woo cast-off RIA clients, a boon to a mass affluent strategy that's failed more than once

After attempting LBO and discarding four other offers, Norm Boone jumps into the Private Ocean