Articles tagged "Hailin Li"

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Hailin Li: Advyzon often gets unsolicited investment inquiries and acquisition offers but is not for sale.

Advyzon founder and CEO confirms receiving 'unsolicted' interest from M&A suitors and capital providers, and Charles Schwab Corp has emerged as potential suitor, driven by its RIA side, a source says

Hailin Li issued a detailed response to an RIABiz query acknowledging his company causes merger hearts to flutter, but he stands pat: 'not for sale'

May 17, 2025 at 1:46 AM

Stephanie Lerdall: Morningstar will receive a minority share of the contract revenue.

Morningstar is shuttering 'Office' in 2026 and steering its orphaned RIAs to Black Diamond to get revenue cut in deal -- but Advyzon and Orion aren't planning to get cut out

The Chicago company finally got its RIA software into the cloud in 2018 but got out-invested by cloud-based rivals -- and now it's 'open season' on soon-to-be orphaned RIAs.

Articles tagged "Hailin Li"

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May 17, 2025 at 1:46 AM

February 19, 2025 at 4:18 AM

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Articles tagged "Hailin Li"

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May 17, 2025 at 1:46 AM

February 19, 2025 at 4:18 AM

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