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Five RIA Doubletakes: An RIA-only law firm breaks away • Kitces launches picker of 'best of breed' RIA software bundles • Vanguard targets 2070 just as media targets TDFs • SEC fishing for RegBI Scofflaws, including RIAs • CFP appoints first African-American chair

RIA Lawyers will reject RIA custodians• Kitces Nascar montage is now interactive and helpful • Vanguard's super long TDF draws critics• SEC supply lines are stretched with new battle front • Kamila Elliot is ex-DFA, diverse and calling CFP shots

Author Oisin Breen January 12, 2022 at 3:13 AM
Admin:
no description available
Max Schatzow: 'Many consulting firms have partnerships with the big custodians.'

Donald Rice

Donald Rice

January 12, 2022 — 5:27 PM
Congratulations to Kamila Elliot as CPF Board Chair. I look forward to time in American when the news will not mention the race of person in announcements like this. Why does it matter! We all are the same on the inside and that is what matters. That would be a positive step for America.

Related Moves

Alan Moore is the No. 2 busiest man in the RIA business and he just convinced the No. 1 busiest man to budget $200,000 to hire a 'rockstar' to replace him

Alan Moore is CEO of both XY Planning Network and AdvicePay -- and he has three young kids; Michael Kitces agreed to let him hire a full-time replacement CEO for AdvicePay -- with some giant reqirements for the new exec.

February 14, 2023 at 3:15 AM

November 18, 2022 at 2:56 AM

March 12, 2020 at 1:45 PM


Mentioned in this article:

Certified Financial Planner Board of Standards
Association
Top Executive: Kevin Keller

Kitces.com
Consulting Firm
Top Executive: Michael Kitces



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