Articles published 9/2025
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MarketCounsel ambushed by hackers and online haters after Trump 'threat' by Jim Pavia -- mistakenly identified as an employee -- gets firm drawn into a right-wing whirlwind
Online Trump acolyte Ryan Fournier incited attacks on Brian Hamburger's firm without fact-checking connection or reaching out for comment. .
September 13, 2025 at 2:53 AM
Vanguard quietly makes two definitive moves -- replacing its rookie chief legal officer after a year of legal scrapes, and naming leaders of its 'parallel' plan to split fund management into two teams
The Malvern, Pa. firm poached Principal's CLO, Natalie Lamarque, while Glenn Booraem and Carolyn Cross will head the newly created investment management teams
September 12, 2025 at 12:37 AM
John Plansky oversees State Street's purchase of Apex stake in play for 'wealth custody' -- and a way to revitalize expensive 2018 Charles River acquisition
State Street has sought a 'wealth' path and Apex a liquidity event and expansion of its back-end reach, and this deal offers a chance to achieve all
September 11, 2025 at 2:21 AM
SigFig has a pulse and added a non-robo brand - Tandems - as it sharply pivots to larger bet on 'AI'-izing three product lines to look more like Orion -- and set up the decades deferred 'exit' for investors
The San Francisco robo-advisor with $60 billion of AUA did not tap VC markets for fresh funds, relying instead on its balance sheet and cash flow to fund its latest revamp, relaunch, and revitalization.
September 10, 2025 at 1:52 AM
iCapital makes second attempt to create 'secondary' alts market, after Nasdaq deal never took off, buying a stake in startup venture where Addepar's 'secondary' guy landed
The New York City alts platform wealth manager got valued at $7.5 billion in July, an $820 million raise, and is now putting proceeds to work to become an exchange brokering marooned private equity.
September 9, 2025 at 1:48 AM
T. Rowe Price shares retreat following one-day euphoria over Goldman Sachs' $1 billion stake, after T. Rowe CEO nixes possible sale, draining analysts' enthusiasm
The 88-year-old Baltimore firm says it's not seeking the New York bank as white knight despite share weakness and net outflows for 17 consecutive quarters.
September 6, 2025 at 3:10 AM
Randy Bullard won the job to build Hightower’s first centralized investment platform but winning RIAs may be bigger challenge
The Chicago rollup's new, $324 billion platform is for 'it-can't-won't-be-forced on' advisors, but the ex-Charles River executive is ready to take on the challenge.
September 5, 2025 at 2:32 AM
Kurt MacAlpine tells RIABiz in an exclusive interview how he managed to buy Europe's two biggest wealth managers, simultaneously, and integrate pre-closing without a penny of debt
The Corient CEO added $200 billion-plus in AUA with two pen strokes, an 'equity' raise and months wiring the deal -- in a leap to London and international markets, a green, green pasture.
September 4, 2025 at 3:00 AM
Startup that feeds RIAs tax data -- directly from the IRS -- has analysts calling it a 'holy crap,' 'game-changer,' and made believers out of Eric Clarke, Ric Edelman and Randy Bullard
TaxStatus Founder Charles Almond has seemingly made the impossible possible -- though questions linger about how long it can hold off competitors and whether RIA clients will sign off on data
