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vanguard-group-updates-sec-disclosures-to-warn-its-sheer-ownership-is-a-growing-and-serious-investment-risk-because-of-what-regulators-are-intimating
Vanguard supplements its SEC disclosures to account for getting too big to buy the stock it wants

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Charles Schwab touts new Fed stress test that shows its bank can weather a downturn, but it still remains vulnerable to upturn, analysts say
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Jarrett Cohen broke away from Merrill Lynch in 2015; now he owns a $60 million financial services firm in New Orleans' historic Cotton Exchange Building, and Schwab just named him to an advisory board
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Farther exhales then reveals that it has poached 10 advisors from Goldman Sachs since September, not without trepidation about poking the squid
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Envestnet lands $4.5-billion deal to go private-- including nixing $900 million in debt -- with Fidelity and BlackRock sweetening the pot by joining the future ownership group
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The minor 20-year Fidelity and Envestnet collaboration just got major as FMAX begins to take off and the two companies seek to press the advantage
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Salim Ramji takes Vanguard CEO helm with good vibes but the company's 50 million 'owners' may expect more privileges -- like better service, basic transparency and to know what, if any, rights they have
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Bain Capital may be set to buy Envestnet, Reuters reports; Sudden RIA industry mega PE player must find CEO, resolve Yodlee riddle to move forward
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SMArtX is loading up on Envestnet talent as re-peopling rolls on -- post Morningstar disruption -- with two hires from the Berwyn, Pa., TAMP
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CAIS memo about fee cuts raises hackles by citing other industry players' responsibilities for 'democratization' of alternative investments
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Natalie Wolfsen will restore Orion's 'standalone' RIA software strategy but also create a simpler bundle for smaller RIAs, and evolve the super-bundle
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Betterment whistleblowers net $2.5 million • Wealthfront's big pivot leads to profits • Altruist launches tax service • CMOs in at Ascensus, Wealthspire & Joe Duran's Rise • Savvy bags four advisors as Mariner sues it for poaching • Jim Dickson launches RIA stake buyer
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DFA reaches out to small RIAs as it's set to enter the TAMP business by including 1,500 third-party funds starting July 7

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