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

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

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

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.

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Fidelity Investments is paying 2,000 employees to hasten their corporate exits, including high-profile RIA overseer, Sanjiv Mirchandani, as part of its shift to a digital future

The Boston giant offered voluntary buyout packages and the 4% of staff who accepted will leave by June 30 to give other staff room to grow careers and make room for hires.

June 24, 2021 at 5:39 PM

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