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big shakeup

vanguard-completes-shakeup-with-outsiders-salim-ramji-joannna-rotenberg-supplanting-firm-lifers-tim-buckley-karin-risi-as-ria-takes-center-stage
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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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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TradePMR sale to Robinhood sends ripples through the RIA industry both for its potential to rival big custodians and for the discount broker's potential clash with fiduciary culture
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A day ahead of IMPACT 2024, Envestnet and Schwab say they will kill off mutual RIA 'pain points' and pledge continued cooperation to co-served RIAs -- even as each edges onto the other's channel turf
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Morningstar takes sword to grade inflation, likely to slash 40,000 funds' 'medalist' ratings and leaves, for now, the five-star system intact
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Pathstone reclaims by poach Schwab’s family office division unit head, Eddie Brown, weeks after the Lovell Minnick ultrahigh-net-worth roll-up snapped up a $50 billion RIA
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'Displaced' John Thiel uses RIA and Fidelity-Advyzon back office to get back into game -- a road well traveled by multiple, ex-Merrill Lynch chiefs seeking second acts
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DPL gets Envestnet to display its data in performance reports -- to complete Big Three that also includes Orion and Black Diamond, enabling RIAs to show -- and bill for -- annuities like asset funds

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