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peter-mallouk-is-exploring-new-ria-custody-vendor-for-his-300-billion-firm-despite-new-fidelity-referral-deal-this-time-around-upstart-brands-are-in-the-running
Peter Mallouk is exploring new RIA custody vendor for his $300-billion firm, despite new Fidelity referral deal; this time around upstart brands are in the running

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Michael Nathanson's new post as Focus CEO could create an 'apparent conflict' with his duties at Colony Group, which is snapping up billions in Focus RIA assets -- but 'partners' now have one of theirs in the power seat
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Things just keep getting better for new AssetMark CEO Michael Kim, whose company will now go private so he can 'untangle spaghetti' without public scrutiny
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Burt White is busy re-staffing Carson Wealth with trusted non-Carson executives but the new CEO is caught in classic Catch-22 as villain and white knight in alleged sex assault suit
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FDIC bid to strip BlackRock and Vanguard of superpower 'has legs' and reckoning may start with curbs on self-certification of passive index funds
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Apex eliminates Jon Patullo's position in move that baffles analysts but may clear the way for Mike Kerins to take on the 'Astra' challenge
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The RIA services of Vanguard, Schwab and Fidelity -- for two big reasons -- are cutting into RIA (and wirehouse) market share, Cerulli says
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Ex-PR chief of Schwab Advisor Services reappears at StreetCred while Schwab loses a corporate PR head and gains a new one to 'protect the brand' after a rough 2023
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Charles Schwab Corp. headcount is down 4,000 from its June 30 peak, nearly double the expected 'reductions,' though the company has hundreds of job openings, many with 'wealth' in the titles
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Envestnet's shares soar on Reuters report about 'receiving interest' for takeover, the latest in a line of reported attempts
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A buoyant Schwab CEO Walter Bettinger declares 'darkest' days past for Schwab as in-house RIA asset quarterly inflows surge 60%, but analyst's 'free-cash' question raises his ire
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BlackRock invokes Envestnet's fresh promise in pushing iShares by model portfolios on earnings call where merciless analysts pepper its execs with questions about sub-5% organic asset growth

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