squid appetizerGoldman Sachs RIA custodian gets new No. 2 to replace the departed Cooper Rey, just as it lands its second biggest ever client in $55 billion AUA, NewEdge Capital
liquidity event(s)Shirl Penney gets J.P. Morgan and BlackRock as no-strings financial backers but the weather had a final say
worst of 'best'SEC exposes underbelly of RIA industry awards with flurry of enforcement actions but experts say the lust to brag makes scare tactics likely futile
Monetize MeRick Wurster rise to CEO at Schwab may portend big RIA custody change, industry voices say, including whether the 'pledge' survives; it's 'crickets' for now, public or private, RIAs say
dials up idealRick Wurster is 'ideally prepared,' for CEO role, says Charles R. 'Chuck' Schwab -- he practically runs the company already as head of mega-initiatives and actually lives in Texas