People Moves Related to "Robinhood closes TradePMR deal and calls it 'accretive' and cites cash allocation to build RIA referral network"
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RIAs beta-test Denali, Orion's 'future' • Altruist AI goes upscale • Fidelity revenues soar; weeds out ETF flops • Envestnet nets new CTO • DPL, Robinhood hit milestones • Schwab now inside Advyzon software • Wisz & Fava back start-up • eMoney launches mass affluent 'Plan B' • Trump biz adds betting
Oct 30, 2025Fidelity is in sweet spot, doing it all • Orion is testing its new cornerstone tool, but it won't reveal pricing until 2026 • AUM milestones hit • Advyzon lands Schwab deal • RIA big-hitters back start-up • eMoney is plotting downmarket growth • Trump follows Robinhood's lead • Joe Lonsdale wants pardon policy changed.
Bain Capital plays talent card to replace Envestnet's take-private CFO Josh Warren • Vanguard nabs new exec to figure out alts, it seems • Robinhood opens football bets, then sues • Advisor CRM's 'AI' catch-up • SEC delays Trump ETF date • ETFs explode in number
Aug 27, 2025After 11 years at Nuveen, Bill Stout is Vanguard's alts man of the moment • Betting a 'no-brainer' for Robinhood exec. • Bain Capital protegé is new Envestnet CFO • CRM shop adds AI to keep up with CRM Joneses • SEC prevaricates over controversial Trump ETF • 640 ETFs launched in 2025.
Schwab's Rick Wurster is green with praise • SmartAsset called out for 'profanity' over Ass mascot • Morningstar Office closure will cost millions
May 6, 2025Robinhood'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.
In 'forced-evolution,' Robinhood subtracts a co-founder and pivots to credit cards to create captive sales that dried up after its phone-app trading platform and zero-commission novelty act imploded
Mar 29, 2024Co-founder Baiju Bhatt exits management, but Deepak Rao is just getting started as CEO Vlad Tenev goes all in on making Robinhood a credit card company.
Biz Briefs: AdvicePay waives key hiring requirement to land its next CEO • ESG firms may get OK in Oklahoma • eMoney adds new chiefs • CFP Board names new chair-elect • Robinhood cuts more staff
Jul 26, 2023Alan Moore replaces himself with another guy with two respectable titles • eMoney promotes two • Moisand's third in line now known • Robinhood sacks 173 in year-to-date.
Biz Briefs: Vanguard's tax-loss harvest yields a caveat• Vermont green with envy ... of red states? • CFP Board spends $12 million on bungee metaphor • BlackRock isn't neutral on Credit Suisse • Women are the Goliath of 'David' in UK finance
Mar 25, 2023Tax-loss harvest gains may have some home assembly required, says Jeff DeMaso • Adrian Johnstone is now in the driving seat at Practifi • CFP Board spending just topped $150 million • and Vermont shares some Texas thinking on ESG investing.
Robinhood shares spike 25% after CEO Vlad Tenev finally goes back on the attack against Acorns, Fidelity, and Schwabitrade by adding their tricks and features to its quiver
Mar 29, 2022Semi-commoditized by giants and upstarts alike, the Menlo Park, Calif. firm is extending trading hours and doing its own Acorns-style round-up debit card to show it's in the fight.
Robinhood gets 'brilliant' upper manager -- and a spare CEO -- by nabbing TD Ameritrade's ex-thinkorswim top exec, hopefully to throw a lifesaver to Robinhood's sinking stock
Jan 6, 2022The Menlo Park, Calif., firm nabbed Steve Quirk as first-ever chief brokerage officer to 'bridge the gap between academia and reality.'