RIABlitz: Vanguard technology • Pontera rebounds • Ex-HiddenLever's exec success • BlackRock rocked • Vivek's crypto • WF dunks SF? • Betterment dry option• Vestwell poached
The RIA firehose of news is rife with tactical moves to shore up voids, play catchup and react to a new concept of political tailwinds
BlackRock
|JPMorgan
|Wells Fargo
|Dynasty Financial Partners
|HiddenLevers
|Fidelity Investments
|Betterment
|Vanguard Group
|HighTower Advisors
|Charles Schwab & Co.
|Vestwell
|Vivek Ramaswamy
|Strive Asset Management
|Apex Fintech Solutions
|FDIC
|Pontera
|Future Capital
|NZAM
|Fraction
|Peak6

Scott MacKillop

Jaime Quinones
Related Moves
Envestnet quietly cleans up a mess behind take-private veil • Michael Kim is now a two-TAMP CEO • Bill Ackman scolds Trump, Lutnick for tariff overkill, alleged conflicts •
Kim is now head of 'RIA' TAMP • In broad daylight, AssetMark edges closer to swallowing Adhesion • Ackman irked over ‘massive, disproportionate’ tariffs • Fisher sees market upside, if and when tariffs fail.
April 8, 2025 at 1:49 AM
Biz Briefs: Schwab puts checks for $52 million in mail to robo-RIA customers allegedly misled about cash allocations • BlackRock blacklisted (again) • iShares beats NZAM-exiter Vanguard • Fidelity makes first acquisition in eight years • CFP board realizes Moms don't like CFPs
BlackRock gets Kentucky coal in stocking, and Vanguard keeps skating; iShares inches above -- by 2.8% -- Vanguard's annual net new ETF asset haul; Fidelity takes "natural next step" for stock plan business; new CFP chair outlines plans and the DOJ is set to become a major Robinhood shareholder..
January 13, 2023 at 3:01 AM
Vivek Ramaswamy jumps on the next new thing, a Bitcoin treasury company, with a 'mad science' twist -- a reverse merger and tax-advantaged investments to build a $1 billion crypto horde
Anti-ESG ETF company owner keys move to President Trump's Mar. 2 executive order, announcing the formation of a government Bitcoin crypto reserve.
May 12, 2025 at 2:39 AM
BlackRock adds Fidelity's retail legend and Morgan Stanley ex-retail chief, sparking belief Larry Fink is eyeing wealth channel
The Wall Street asset giant added Kathleen Murphy and Greg Fleming to its board and retail investors know iShares and Aladdin.
May 1, 2025 at 1:47 AM
See more related moves
HiddenLevers
RIA Publication
Top Executive: Eric Clarke, CEO
Betterment, LLC
Financial Planning Software
Top Executive: Jon Stein