People Moves Related to "Despite no 'clear, crisp ah-ha! moment,' Morningstar finally launches dedicated RIA bundle unit infused with direct indexing and clearer line to CEO Kunal Kapoor"
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Schwab's Rick Wurster is green with praise • SmartAsset called out for 'profanity' over Ass mascot • Morningstar Office closure will cost millions
Robinhood's betting business is growing fast with $20 million of annual revenue already • Zoe nets $30 million in Series B raise• Roll-up buys RIA for YouTube chops • CFP Board hikes fees • Two senators could create new $5.3 trillion retirement prize.
