Gerard O'Reilly, a quiet superstar at the Austin firm, gets heaps of praise from DFA's chairman for moving its investing process forward

Michael LaMena trades in a $50-billion-AUA roll-up for $5-billion-AUM roll-up after headhunter lays out case of bright, de-Balkanized Bronfman Rothschild future

The Sacramento RIA turned 50, adopted two children and realized he needed a plan to embrace even more challenges and chaos

The New York-based robo-advisor will use CFPs to answer advice-related questions over a dedicated chat app as part of the 25 basis points paid for asset management

The New York-based roll-up buys Brownlie & Braden Advisors LLC no asset-based fees, no photos of principals and a big-time second-entity sister firm

After jumping into the fray to defend Donald Jr. on Twitter, 'the Mooch' -- once (maybe twice) fired as a Goldman Sachs broker -- will craft communications for Donald Trump as financial and legal smoke threatens to burst into flame

The Vanguard CEO played the indexing explosion to perfection and silenced the founder in 2016 as he kept his Malvern, Pa.-based giant on an investor-friendly course

Instead of sitting out frothy M&A market for $4-billion-plus RIAs as AMG exec, the now former president of the RIA unit is hustling, with more diverse backers, to crack the chronically stagnant M&A market for small firms

Matthew Celenza reunites with former Citi contacts Shirl Penney and Todd Thomson to resume shared vision

After McCool hastily axed alternative investments from Schwab RIA platform, Bernie Clark took the chief custody role as part of the healing process

Louis Diamond has a Manhattan office, an M&A mindset, a willingness to call his mom 'Mindy' and a green-pasture outlook when it comes to the RIA business

Franklin Templeton, SEI and Fenway Summer place $7-million wager on Hussain Zaidi, a former Ameriprise broker who cites his 'unfair advantage' in starting from scratch against a software category that got going decades ago

Reunited with former partners at newly founded RIA Procyon Partners, and despite a last-minute UBS lawsuit seeking a restraining order, the wirehouse veteran appears to be back in the driver's seat

Six RIA companies are driving a mini-renaissance after the 2008-'09 crisis exposed the brokerage industry's dearth of creativity, never mind integrity

The 'D-round' VC raise led by Valor is a 100%-plus jump from the $65.8 million invested to date