optimizing the CFPFacet Wealth (mostly) borrows $35 million after self-imposed cash rationing to retool CFPs to handle double the accou t laod to 300-plus
let it flowRich Steinmeier turns big page on Dan Arnold era at LPL with 'pivot' promise to stop managerial dictating -- and he also tacks away from RIA custody removing hurdles to custody at Fidelity, Schwab and other rivals
'overnight' deliverySchwab is going to 24-hour trading -- like Robinhood -- even as Fidelity abstains
pink wizardMarty Bicknell cinches 'tremendous win' by scoring second minority investor, Neuberger, but keeping majority control to stay viable for gowth by megamerger
Apollo's moonshotApollo partners with State Street Global Advisors for ultimate moonshot -- making alts liquid with ETFs -- but Apollo may make liquidity function at a premium untenable for investors, never mind the SEC