People Moves Related to "How an under-the-radar UHNW performance reporting firm is taking on Addepar and Advent in a bid for RIA bucks"

The new Cetera CEO now has a 'major asset' in former Fidelity/eMoney wingman who left the Boston giant in January -- as in-house RIA rollup progresses

The anti-ESG shop launches more unusual financial engineering • Will Vanguard lift crypto ban? • Addepar AI Leaps • AdvisorEngine just sealed five new deals • Carson and Fava go AI to get smart.

Orion Chairman Charles Goldman again lures his protege to self-replace, while Michael Kim was 'integral to AssetMark’s record financial performance over the past several years'

Joe Lonsdale uses words like 'egregious' 'crapshoot' and 'rude' in Wall Street Journal article to explain how 'America and its economy are the butt of the joke.'

The Austin, Texas, serial entrepreneur is still executive chair of, and a big stakeholder in, Addepar but may need a fresh start to manifest his hyped vision of creating high bandwidth financial flow between retail investors and vast private markets.

Addepar is fast nearing $3 trillion, it says, after a 50% RIA asset spike in 2020. Now an Addepar owner through Valor Equity Partners is stepping in to safeguard or supercharge his investment depending on the point of view.

The tactic by the Mountain View, Calif. firm and Advent co-founder and code avatar Steve Strand comes a decade after Orion, Black Diamond and Tamarac began feasting on the legacy corpses, but Addepar insists meat remains on the bone.

The fee-based annuities marketplace of Aria Retirement Solutions adds Edelman's broker-dealer, 6,000 clients, 'hundreds of millions' in client assets and an old hand