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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

Author Oisin Breen January 11, 2025 at 3:01 AM
2 Comments
no description available
Venkatesh Natarajan expects Vanguard's second -- Indian -- technology base to prove "central" to its ability to "adopt new and innovative technology."
Brooke Southall and Keith Girard contributed to the editing of this article.

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Scott MacKillop

Scott MacKillop

January 11, 2025 — 3:53 PM
I like the quick-hit nature of the short version, but overall like the additional color/detail in the longer version.
Jaime Quinones

Jaime Quinones

January 13, 2025 — 3:05 AM
It would be nice to have a link on the quick hits that will automatically scroll you down to the longer story.

Related Moves

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

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

Biz Briefs: Vanguard's tax-loss harvest yields a caveat• Vermont green with envy ... of red states? • CFP Board spends $12 million on bungee metaphor • BlackRock isn't neutral on Credit Suisse • Women are the Goliath of 'David' in UK finance

Tax-loss harvest gains may have some home assembly required, says Jeff DeMaso • Adrian Johnstone is now in the driving seat at Practifi • CFP Board spending just topped $150 million • and Vermont shares some Texas thinking on ESG investing.

March 25, 2023 at 1:32 AM

See more related moves

Mentioned in this article:

HiddenLevers
RIA Publication
Top Executive: Eric Clarke, CEO

Betterment, LLC
Financial Planning Software
Top Executive: Jon Stein



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