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News, Vision & Voice for the Advisory Community</h1><div class="MuiBox-root css-1en2ck6"><div class="MuiBox-root css-0"><div class="MuiBox-root css-15y3c6g"><article><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-spacing-xs-4 css-199nrdm"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-12 MuiGrid-grid-sm-4 MuiGrid-grid-md-4 css-11m7a6c"><div class="MuiBox-root css-1cdsbvc"><a href="/a/2026/9/24/fidelity-investments-just-cast-a-wider-net-for-ria-custody-revenues-by-backstopping-savvy-wealths-expected-mid-2027-custody-launch-hastened-by-the-lean-in-of-multi-billion-aum-ria-prospects-the-company-says"><div class="MuiBox-root css-1pocctc"><div class="ribboned-image_ribbonWrapper__bAe7U"><img alt="Ritik Malhotra: We have some multi-billion dollar AUM groups of folks that are very seriously considering the RIA platform right now." width="500" height="500" decoding="async" data-nimg="1" class="snippets_snippetImageContainer__hGFqC image-fade" style="color:transparent;width:100%;height:100%;object-fit:cover" sizes="(max-width: 600px) 90vw, 250px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc93a5966-614b-43b2-98d3-17feeac93ed7%2F-%2Fcrop%2F580x580%2F3%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=640&q=90 640w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc93a5966-614b-43b2-98d3-17feeac93ed7%2F-%2Fcrop%2F580x580%2F3%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=750&q=90 750w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc93a5966-614b-43b2-98d3-17feeac93ed7%2F-%2Fcrop%2F580x580%2F3%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=828&q=90 828w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc93a5966-614b-43b2-98d3-17feeac93ed7%2F-%2Fcrop%2F580x580%2F3%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1080&q=90 1080w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc93a5966-614b-43b2-98d3-17feeac93ed7%2F-%2Fcrop%2F580x580%2F3%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1200&q=90 1200w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc93a5966-614b-43b2-98d3-17feeac93ed7%2F-%2Fcrop%2F580x580%2F3%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1920&q=90 1920w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc93a5966-614b-43b2-98d3-17feeac93ed7%2F-%2Fcrop%2F580x580%2F3%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=2048&q=90 2048w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc93a5966-614b-43b2-98d3-17feeac93ed7%2F-%2Fcrop%2F580x580%2F3%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=90 3840w" src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc93a5966-614b-43b2-98d3-17feeac93ed7%2F-%2Fcrop%2F580x580%2F3%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=90"/></div></div></a><div class="MuiBox-root css-wxr3l5"><figcaption class="css-us19wc">Ritik Malhotra: We have some multi-billion dollar AUM groups of folks that are very seriously considering the RIA platform right now.</figcaption></div><div class="MuiBox-root css-b2sijd"></div></div></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-12 MuiGrid-grid-sm-9 MuiGrid-grid-md-8 css-9ixkkb"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-column MuiGrid-spacing-xs-2 css-1xm9xoz"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-column MuiGrid-spacing-xs-1 css-1ha2s0f"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><h3 class="MuiTypography-root MuiTypography-h3 MuiTypography-gutterBottom css-1l25ptq"><a style="text-decoration:none;color:inherit" href="/a/2026/9/24/fidelity-investments-just-cast-a-wider-net-for-ria-custody-revenues-by-backstopping-savvy-wealths-expected-mid-2027-custody-launch-hastened-by-the-lean-in-of-multi-billion-aum-ria-prospects-the-company-says"><span class="css-1ss1jax">Fidelity Investments just cast a wider net for RIA custody revenues by backstopping Savvy Wealth'
1s (expected mid-2027 ) custody launch -- hastened by the lean-in of 'multi-billion-AUM' RIA prospects, the company says</span></a></h3></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><p class="MuiTypography-root MuiTypography-body1 css-10gp3us"><span>Savvy and Fidelity make a strong team to target Commonwealth assets, Savvy CEO says, because those advisors lived on Fidelity's clearing and can now attach as RIAs.</span></p></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="MuiBox-root css-1lekzkb"><p class="MuiTypography-root MuiTypography-body2 css-11dwuk"><span class="css-1467pq2"><span class="my-2">By<!-- --> <a href="/author/brooke-southall/page/1">Brooke Southall</a> </span> <span class="pt-2 font-medium">September 24, 2026</span></span></p></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="articleSnippetBodyWrapper"><p>Fidelity Investments now has another, more AI-focused fishing line in the water for RIA custody assets. </p></div></div></div></div></div></div></div></article><hr class="MuiDivider-root MuiDivider-fullWidth css-12simgm" color="#dcdcdc"/></div><div class="MuiBox-root css-0"><div class="MuiBox-root css-0"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row css-1f11l0v"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-sm-12 MuiGrid-grid-md-6 css-5inxbj"></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-sm-12 MuiGrid-grid-md-6 css-q5puk8"><div class="MuiBox-root css-8kn4zf"><a href="/section/people-moves"><h2 class="MuiTypography-root MuiTypography-h2 MuiTypography-alignCenter css-ipq6nf" style="--Typography-textAlign:center;margin:0 auto 0.15em auto">PEOPLE MOVES</h2></a><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-spacing-xs-1 css-19hkpd7"><div class="MuiGrid-root MuiGrid-direction-xs-row css-1n5khr6"><div 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class="MuiSvgIcon-root MuiSvgIcon-fontSizeMedium css-q7mezt" focusable="false" color="rgb(171, 36, 48)" aria-hidden="true" viewBox="0 0 24 24" display="block"><path d="M6.23 20.23 8 22l10-10L8 2 6.23 3.77 14.46 12z"></path></svg></div></div></a></div></div></div></div><hr class="MuiDivider-root MuiDivider-fullWidth css-40nib4"/></div></div></div></div><div class="MuiBox-root css-15y3c6g"><article><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-spacing-xs-4 css-199nrdm"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-12 MuiGrid-grid-sm-4 MuiGrid-grid-md-4 css-11m7a6c"><div class="MuiBox-root css-1cdsbvc"><a href="/a/2026/9/23/schwabs-poach-of-8-billion-ameriprise-breakaway-extends-its-wild-2026-rout-of-the-once-impenetrable-fortress-to-four-1-billion-plus-teams-with-help-from-high-multiple-market"><div class="MuiBox-root css-1pocctc"><div class="ribboned-image_ribbonWrapper__bAe7U"><img alt="Jim Cracchiolo: Right now, people are taking some checks." width="500" height="500" decoding="async" data-nimg="1" class="snippets_snippetImageContainer__hGFqC image-fade" style="color:transparent;width:100%;height:100%;object-fit:cover" sizes="(max-width: 600px) 90vw, 250px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2Fbba8bac4-15b8-44d1-a61f-d6454bbfd5a6%2F-%2Fcrop%2F292x292%2F12%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=640&q=90 640w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fbba8bac4-15b8-44d1-a61f-d6454bbfd5a6%2F-%2Fcrop%2F292x292%2F12%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=750&q=90 750w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fbba8bac4-15b8-44d1-a61f-d6454bbfd5a6%2F-%2Fcrop%2F292x292%2F12%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=828&q=90 828w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fbba8bac4-15b8-44d1-a61f-d6454bbfd5a6%2F-%2Fcrop%2F292x292%2F12%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1080&q=90 1080w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fbba8bac4-15b8-44d1-a61f-d6454bbfd5a6%2F-%2Fcrop%2F292x292%2F12%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1200&q=90 1200w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fbba8bac4-15b8-44d1-a61f-d6454bbfd5a6%2F-%2Fcrop%2F292x292%2F12%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1920&q=90 1920w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fbba8bac4-15b8-44d1-a61f-d6454bbfd5a6%2F-%2Fcrop%2F292x292%2F12%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=2048&q=90 2048w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fbba8bac4-15b8-44d1-a61f-d6454bbfd5a6%2F-%2Fcrop%2F292x292%2F12%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=90 3840w" src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2Fbba8bac4-15b8-44d1-a61f-d6454bbfd5a6%2F-%2Fcrop%2F292x292%2F12%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=90"/></div></div></a><div class="MuiBox-root css-wxr3l5"><figcaption class="css-us19wc">Jim Cracchiolo: Right now, people are taking some checks.</figcaption></div><div class="MuiBox-root css-b2sijd"></div></div></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-12 MuiGrid-grid-sm-9 MuiGrid-grid-md-8 css-9ixkkb"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-column MuiGrid-spacing-xs-2 css-1xm9xoz"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-column MuiGrid-spacing-xs-1 css-1ha2s0f"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><h3 class="MuiTypography-root MuiTypography-h3 MuiTypography-gutterBottom css-1l25ptq"><a style="text-decoration:none;color:inherit" href="/a/2026/9/23/schwabs-poach-of-8-billion-ameriprise-breakaway-extends-its-wild-2026-rout-of-the-once-impenetrable-fortress-to-four-1-billion-
1plus-teams-with-help-from-high-multiple-market"><span class="css-1ss1jax">Schwab's poach of $8-billion Ameriprise breakaway extends its wild 2026 rout of the once impenetrable fortress to four $1-billion-plus teams with help from high-multiple market</span></a></h3></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><p class="MuiTypography-root MuiTypography-body1 css-10gp3us"><span>The Westlake, Texas custodial giant of $6 trillion helped launch Rise Private Wealth Management and is running the table against the $1.7-trillion Minneapolis brokerage -- as new internal and external factors expose Ameriprise to aggressive recruiting, recruiters say.</span></p></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="MuiBox-root css-1lekzkb"><p class="MuiTypography-root MuiTypography-body2 css-11dwuk"><span class="css-1467pq2"><span class="my-2">By<!-- --> <a href="/author/brooke-southall/page/1">Brooke Southall</a> </span> <span class="pt-2 font-medium">September 23, 2026</span></span></p></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="articleSnippetBodyWrapper"><blockquote><p><strong>Brooke's Note: I can't remember the last time Ameriprise was central to an RIABiz story. But of late, the broker-dealer has become Schwabâs favorite happy hunting ground for breakaway brokers with a desire to become freestanding RIAs. Ameriprise is a fabled company, long considered impregnable ...</strong></p></blockquote></div></div></div></div></div></div></div></article><hr class="MuiDivider-root MuiDivider-fullWidth css-12simgm" color="#dcdcdc"/></div><div class="MuiBox-root css-0"><div style="min-height:240px"></div></div><div class="MuiBox-root css-15y3c6g"><article><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-spacing-xs-4 css-199nrdm"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-12 MuiGrid-grid-sm-4 MuiGrid-grid-md-4 css-11m7a6c"><div class="MuiBox-root css-1cdsbvc"><a href="/a/2026/9/22/schwabs-surprise-unveiling-of-anthropic-deal-at-future-proof-shows-it-has-an-ai-ace-up-its-sleeve-but-it-may-take-five-years-or-more-to-catch-up-with-altruist-if-at-all-say-two-analysts"><div class="MuiBox-root css-1pocctc"><div class="ribboned-image_ribbonWrapper__bAe7U"><img alt="Jason Wenk: [Arca can] do things with Altruist that aren't possible anywhere else." width="500" height="500" decoding="async" data-nimg="1" class="snippets_snippetImageContainer__hGFqC image-fade" style="color:transparent;width:100%;height:100%;object-fit:cover" sizes="(max-width: 600px) 90vw, 250px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=640&q=90 640w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=750&q=90 750w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=828&q=90 828w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1080&q=90 1080w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1200&q=90 1200w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1920&q=90 1920w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=2048&q=90 2048w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=90 3840w" src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=90"/></div></div></a><div class="MuiBox-root css-wxr3l5"><figcaption class="css-us19wc">Jason Wenk: [Arca can] do things with Altruist that aren'
1t possible anywhere else.</figcaption></div><div class="MuiBox-root css-b2sijd"></div></div></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-12 MuiGrid-grid-sm-9 MuiGrid-grid-md-8 css-9ixkkb"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-column MuiGrid-spacing-xs-2 css-1xm9xoz"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-column MuiGrid-spacing-xs-1 css-1ha2s0f"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><h3 class="MuiTypography-root MuiTypography-h3 MuiTypography-gutterBottom css-1l25ptq"><a style="text-decoration:none;color:inherit" href="/a/2026/9/22/schwabs-surprise-unveiling-of-anthropic-deal-at-future-proof-shows-it-has-an-ai-ace-up-its-sleeve-but-it-may-take-five-years-or-more-to-catch-up-with-altruist-if-at-all-say-two-analysts"><span class="css-1ss1jax">Schwab's surprise unveiling of Anthropic deal at Future Proof shows it has an AI ace up its sleeve, but it may take five years or more to catch up with Altruist, if at all, say two analysts</span></a></h3></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><p class="MuiTypography-root MuiTypography-body1 css-10gp3us"><span>RIAs are caught in the middle over data concerns, as the $6-trillion RIA custody giant blindsides the soon-to-be Vanguard-owned AI custodian.</span></p></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="MuiBox-root css-1lekzkb"><p class="MuiTypography-root MuiTypography-body2 css-11dwuk"><span class="css-1467pq2"><span class="my-2">By<!-- --> <a href="/author/oisin-breen/page/1">OisÃn Breen</a> </span> <span class="pt-2 font-medium">September 22, 2026</span></span></p></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="articleSnippetBodyWrapper"><blockquote><p><strong>Brooke's Note: Has Schwab already been disrupted in RIA custody? We're asking as Altruist unveils advances and Vanguard turns the startup into a giant. But more interestingly, super tech-savvy $1 billion-AUM-plus RIAs are starting to join Altruist. The counter-narrative is that Altruist has about as ...</strong></p></blockquote></div></div></div></div></div></div></div></article><hr class="MuiDivider-root MuiDivider-fullWidth css-12simgm" color="#dcdcdc"/></div><div class="MuiBox-root css-0"><div class="MuiBox-root css-12h460e"><div class="MuiBox-root css-oiior1"><div class="MuiBox-root css-sgyp2g"><div class="MuiBox-root css-rdmq1i" aria-hidden="true"><svg role="img" aria-labelledby="expert-voice-art-title" viewBox="0 0 1200 300" preserveAspectRatio="xMaxYMid slice" xmlns="http://www.w3.org/2000/svg" style="display:block;width:100%;aspect-ratio:1200 / 300"><title id="expert-voice-art-title">A named expert, lit and facing forward, seated behind a table with a name placard</title><defs><radialGradient id="expertVignette" gradientUnits="userSpaceOnUse" cx="600" cy="120" r="660"><stop offset="0%" stop-color="#2f7fc4"></stop><stop offset="42%" stop-color="#1a5c96"></stop><stop offset="78%" stop-color="#0e3c66"></stop><stop offset="100%" stop-color="#06223c"></stop></radialGradient><linearGradient id="expertTable" gradientUnits="userSpaceOnUse" x1="0" y1="246" x2="0" y2="300"><stop offset="0%" stop-color="#0d3a61"></stop><stop offset="100%" stop-color="#061c31"></stop></linearGradient><linearGradient id="expertFigure" gradientUnits="userSpaceOnUse" x1="600" y1="34" x2="600" y2="290"><stop offset="0%" stop-color="#0b3f6e"></stop><stop offset="100%" stop-color="#062c4e"></stop></linearGradient><linearGradient id="expertRim" gradientUnits="userSpaceOnUse" x1="486" y1="190" x2="614" y2="40"><stop offset="0%" stop-color="#ffffff" stop-opacity="0"></stop><stop offset="55%" stop-color="#ffffff" stop-opacity="0.55"></stop><stop offset="100%" stop-color="#ffffff" stop-opacity="0"></stop></linearGradient></defs><rect x="0" y="0" width="1200" height="300" fill="url(#expertVignette)"></rect><path aria-hidden="true" d="M600 44 2 c-38 0 -68 30 -68 68 3 0 20 8 38 22 51 4 l-12 17 5 c-82 22 -136 65 -152 104 6 h420 7 c-16 -39 -70 -82 -152 -104 8 l-12 -17 9 c14 -13 22 -31 22 -51 10 0 -38 -30 -68 -68 -68 Z" fill="url(#expertFigure)"></path><ellipse aria-hidden="true" cx="600" cy="112" rx="46" ry="54" fill="#3f92d4"></ellipse><ellipse aria-hidden="true" cx="600" cy="104" rx="34" ry="40" fill="#5cabe8" opacity="0.55"></ellipse><path aria-hidden="true" d="M600 46 c-37 0 -66 29 -66 66 0 16 5 31 14 43" fill="none" stroke="url
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alt="Ritik Malhotra: We're up 4-x this past year to $9 billion in assets under management, with another $5 billion in recruited assets on the way." loading="lazy" width="500" height="500" decoding="async" data-nimg="1" class="snippets_snippetImageContainer__hGFqC image-fade" style="color:transparent;width:100%;height:100%;object-fit:cover" sizes="(max-width: 600px) 90vw, 250px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2Fe163e324-21a7-4096-a068-226eebe1d4a4%2F-%2Fcrop%2F580x580%2F3%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=640&q=90 640w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fe163e324-21a7-4096-a068-226eebe1d4a4%2F-%2Fcrop%2F580x580%2F3%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=750&q=90 750w, 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/_next/image?url=https%3A%2F%2Fucarecdn.com%2Fe163e324-21a7-4096-a068-226eebe1d4a4%2F-%2Fcrop%2F580x580%2F3%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1920&q=90 1920w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fe163e324-21a7-4096-a068-226eebe1d4a4%2F-%2Fcrop%2F580x580%2F3%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=2048&q=90 2048w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fe163e324-21a7-4096-a068-226eebe1d4a4%2F-%2Fcrop%2F580x580%2F3%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=90 3840w" src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2Fe163e324-21a7-4096-a068-226eebe1d4a4%2F-%2Fcrop%2F580x580%2F3%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=90"/></div></div></a><div class="MuiBox-root css-wxr3l5"><figcaption class="css-us19wc">Ritik Malhotra: We're up 4-x this past year to $9 billion in assets under management, with another $5 billion in recruited assets on the way.</figcaption></div><div class="MuiBox-root css-b2sijd"></div></div></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-12 MuiGrid-grid-sm-9 MuiGrid-grid-md-8 css-9ixkkb"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-column MuiGrid-spacing-xs-2 css-1xm9xoz"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-column MuiGrid-spacing-xs-1 css-1ha2s0f"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><h3 class="MuiTypography-root MuiTypography-h3 MuiTypography-gutterBottom css-1l25ptq"><a style="text-decoration:none;color:inherit" href="/a/2026/9/18/ritik-malhotra-sells-not-for-sale-savvy-stake-for-100-million-after-utah-jazz
29-owner-showed-up-big-for-his-lpl-disruption-by-ai-play-and-mark-casady-re-upped-at-the-new-price-as-well"><span class="css-1ss1jax">Ritik Malhotra sells not-for-sale Savvy stake for $100 million after Utah Jazz owner showed up big for his LPL-disruption-by-AI play -- and Mark Casady re-upped at the new price as well</span></a></h3></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><p class="MuiTypography-root MuiTypography-body1 css-10gp3us"><span>Ryan Smith, Ryan Sweeney and Halo invested at a valuation 560% more than Savvy's B round 15 months ago, enticed by some wins, an artificial intelligence tailwind and the former LPL CEO on speed-dial.</span></p></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="MuiBox-root css-1lekzkb"><p class="MuiTypography-root MuiTypography-body2 css-11dwuk"><span class="css-1467pq2"><span class="my-2">By<!-- --> <a href="/author/brooke-southall/page/1">Brooke Southall</a> </span> <span class="pt-2 font-medium">September 18, 2026</span></span></p></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="articleSnippetBodyWrapper"><blockquote><p><strong>Brooke's Note: We've written much about Altruist of late because it seems to be the one sharp pebble in the Schwab RIA custody shoe. But maybe Altruist is the exception that proves the rule: Behemoths win in the end. This article about Savvy Wealth reminds ...</strong></p></blockquote></div></div></div></div></div></div></div></article><hr class="MuiDivider-root MuiDivider-fullWidth css-12simgm" color="#dcdcdc"/></div><div class="MuiBox-root css-0"></div></div><div><div class="MuiBox-root css-15y3c6g"><article><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-spacing-xs-4 css-199nrdm"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-12 MuiGrid-grid-sm-4 MuiGrid-grid-md-4 css-11m7a6c"><div class="MuiBox-root css-1cdsbvc"><a href="/a/2026/9/17/no-rush-peter-mallouk-is-doing-wild-gap-deals-as-he-rides-out-ria-sellers-market-and-his-creative-planning-keeps-billions-of-purchasing-power-locked-and-loaded-for-perfect-moment"><div class="MuiBox-root css-1pocctc"><div class="ribboned-image_ribbonWrapper__bAe7U"><img alt="Peter Mallouk (photo credit Nate Ryan): We are in no rush." loading="lazy" width="500" height="500" decoding="async" data-nimg="1" class="snippets_snippetImageContainer__hGFqC image-fade" style="color:transparent;width:100%;height:100%;object-fit:cover" sizes="(max-width: 600px) 90vw, 250px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F72ebbf28-7beb-46cb-9dac-45d42ffa7cc1%2F-%2Fcrop%2F442x442%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=640&q=90 640w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F72ebbf28-7beb-46cb-9dac-45d42ffa7cc1%2F-%2Fcrop%2F442x442%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=750&q=90 750w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F72ebbf28-7beb-46cb-9dac-45d42ffa7cc1%2F-%2Fcrop%2F442x442%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=828&q=90 828w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F72ebbf28-7beb-46cb-9dac-45d42ffa7cc1%2F-%2Fcrop%2F442x442%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1080&q=90 1080w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F72ebbf28-7beb-46cb-9dac-45d42ffa7cc1%2F-%2Fcrop%2F442x442%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1200&q=90 1200w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F72ebbf28-7beb-46cb-9dac-45d42ffa7cc1%2F-%2Fcrop%2F442x442%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1920&q=90 1920w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F72ebbf28-7beb-46cb-9dac-45d42ffa7cc1%2F-%2Fcrop%2F442x442%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=2048&q=90 2048w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F72ebbf28-7beb-46cb-9dac-45d42ffa7cc1%2F-%2Fcrop%2F442x442%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=90 3840w" src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F72ebbf28-7beb-46cb-9dac-45d42ffa7cc1%2F-%2Fcrop%2F442x442%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=90"/></div></div></a><div class="MuiBox-root css-wxr3l5"><figcaption class="css-us19wc">Peter Mallouk (photo credit Nate Ryan): We are in no rush.</figcaption></div><div class="MuiBox-root css-b2sijd"></div></div></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-12 MuiGrid-grid-sm-9 MuiGrid-grid-md-8 css-9ixkkb"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-column MuiGrid-spacing-xs-2 css-1xm9xoz"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-column MuiGrid-spacing-xs-1 css-1ha2s0f"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><h3 class="MuiTypography-root MuiTypography-h3 MuiTypography-gutterBottom css-1l25ptq"><a style="text-decoration:none;color:inherit" href="/a/2026/9/17/no-rush-peter-mallouk-is-doing-wild-gap-deals-as-he-rides-out-ria-sellers-market-and-his-creative-planning-keeps-billions-of-purchasing-power-locked-and-loaded-for-perfect-moment"><span class="css-1ss1jax">'No rush' Peter Mallouk is doing wild 'gap' deals as he rides out RIA seller's market and his Creative Planning keeps 'billions' of purchasing power 'locked-and-loaded' for 'perfect' moment</span></a></h3></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><p class="MuiTypography-root MuiTypography-body1 css-10gp3us"><span>The $780-billion RIA owner says eye-popping side deals like $4.3-trillion RVK add to the core 'Creative Planning' strategy -- without killing the M&A war chest -- even if they are technically outside of the core wealth management M&A vision</span></p></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="MuiBox-root css-1lekzkb"><p class="MuiTypography-root MuiTypography-body2 css-11dwuk"><span class="css-1467pq2"><span class="my-2">By<!-- --> <a href="/author/brooke-southall/page/1">Brooke Southall</a> </span> <span class="pt-2 font-medium">September 17, 2026</span></span></p></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="articleSnippetBodyWrapper"><blockquote><p><strong>Brooke's Note: I figure I have a constructively one-track RIA mind. So when I saw that Peter Mallouk w
29as using perfectly good RIA capital to buy $4.3 trillion of low, low-margin, barely-an-RIA business in RVK, I had questions. I knew from hearing Mallouk's Laguna Beach ...</strong></p></blockquote></div></div></div></div></div></div></div></article><hr class="MuiDivider-root MuiDivider-fullWidth css-12simgm" color="#dcdcdc"/></div><div class="MuiBox-root css-0"></div></div><div><div class="MuiBox-root css-15y3c6g"><article><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-spacing-xs-4 css-199nrdm"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-12 MuiGrid-grid-sm-4 MuiGrid-grid-md-4 css-11m7a6c"><div class="MuiBox-root css-1cdsbvc"><a href="/a/2026/9/16/david-fortunato-makes-his-third-pivot-after-cash-management-cross-selling-fails-to-yield-ample-robo-investors-a-bolt-on-discount-brokerage-will-join-its-digital-home-lending-unit-in-a-true-silicon-valley-mashup"><div class="MuiBox-root css-1pocctc"><div class="ribboned-image_ribbonWrapper__bAe7U"><img alt="David Fortunato: Our 2023 and 2024 annual cohorts have lagged behind." loading="lazy" width="500" height="500" decoding="async" data-nimg="1" class="snippets_snippetImageContainer__hGFqC image-fade" style="color:transparent;width:100%;height:100%;object-fit:cover" sizes="(max-width: 600px) 90vw, 250px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F3c760cdf-1109-40ca-93bc-bf119790012b%2F-%2Fcrop%2F318x318%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=640&q=90 640w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F3c760cdf-1109-40ca-93bc-bf119790012b%2F-%2Fcrop%2F318x318%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=750&q=90 750w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F3c760cdf-1109-40ca-93bc-bf119790012b%2F-%2Fcrop%2F318x318%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=828&q=90 828w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F3c760cdf-1109-40ca-93bc-bf119790012b%2F-%2Fcrop%2F318x318%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1080&q=90 1080w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F3c760cdf-1109-40ca-93bc-bf119790012b%2F-%2Fcrop%2F318x318%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1200&q=90 1200w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F3c760cdf-1109-40ca-93bc-bf119790012b%2F-%2Fcrop%2F318x318%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1920&q=90 1920w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F3c760cdf-1109-40ca-93bc-bf119790012b%2F-%2Fcrop%2F318x318%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=2048&q=90 2048w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F3c760cdf-1109-40ca-93bc-bf119790012b%2F-%2Fcrop%2F318x318%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=90 3840w" src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F3c760cdf-1109-40ca-93bc-bf119790012b%2F-%2Fcrop%2F318x318%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=90"/></div></div></a><div class="MuiBox-root css-wxr3l5"><figcaption class="css-us19wc">David Fortunato: Our 2023 and 2024 annual cohorts have lagged behind.</figcaption></div><div class="MuiBox-root css-b2sijd"></div></div></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-12 MuiGrid-grid-sm-9 MuiGrid-grid-md-8 css-9ixkkb"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-column MuiGrid-spacing-xs-2 css-1xm9xoz"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-column MuiGrid-spacing-xs-1 css-1ha2s0f"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><h3 class="MuiTypography-root MuiTypography-h3 MuiTypography-gutterBottom css-1l25ptq"><a style="text-decoration:none;color:inherit" href="/a/2026/9/16/david-fortunato-makes-his-third-pivot-after-cash-management-cross-selling-fails-to-yield-ample-robo-investors-a-bolt-on-discount-brokerage-will-join-its-digital-home-lending-unit-in-a-true-silicon-valley-mas
29hup"><span class="css-1ss1jax">David Fortunato makes his third pivot after cash management cross-selling fails to yield ample robo investors -- a bolt-on discount brokerage will join its digital home-lending unit in a true Silicon Valley mashup</span></a></h3></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><p class="MuiTypography-root MuiTypography-body1 css-10gp3us"><span>The Wealthfront CEO turns Q2 earnings into a confessional, volunteering how the robo-advisor misjudged its cohort's investing habits and risk tolerance.</span></p></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="MuiBox-root css-1lekzkb"><p class="MuiTypography-root MuiTypography-body2 css-11dwuk"><span class="css-1467pq2"><span class="my-2">By<!-- --> <a href="/author/oisin-breen/page/1">OisÃn Breen</a> </span> <span class="pt-2 font-medium">September 16, 2026</span></span></p></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="articleSnippetBodyWrapper"><p>When your business model sputters a bit .... pivot. </p></div></div></div></div></div></div></div></article><hr class="MuiDivider-root MuiDivider-fullWidth css-12simgm" color="#dcdcdc"/></div><div class="MuiBox-root css-0"><div style="min-height:240px"></div></div></div><div><div class="MuiBox-root css-15y3c6g"><article><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-spacing-xs-4 css-199nrdm"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-12 MuiGrid-grid-sm-4 MuiGrid-grid-md-4 css-11m7a6c"><div class="MuiBox-root css-1cdsbvc"><a href="/a/2026/9/15/schwab-scores-exclusive-for-now-contract-with-anthropic-and-takes-ai-drivers-seat-in-ria-custody-analyst-says-though-others-counter-that-its-generic-and-late-coming"><div class="MuiBox-root css-1pocctc"><div class="ribboned-image_ribbonWrapper__bAe7U"><img alt="Joel Bruckenstein: Schwab is in the driver's seat now." loading="lazy" width="500" height="500" decoding="async" data-nimg="1" class="snippets_snippetImageContainer__hGFqC image-fade" style="color:transparent;width:100%;height:100%;object-fit:cover" sizes="(max-width: 600px) 90vw, 250px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F08678c11-4915-4d3d-9756-ef344714d2b3%2F-%2Fcrop%2F317x317%2F30%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=640&q=90 640w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F08678c11-4915-4d3d-9756-ef344714d2b3%2F-%2Fcrop%2F317x317%2F30%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=750&q=90 750w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F08678c11-4915-4d3d-9756-ef344714d2b3%2F-%2Fcrop%2F317x317%2F30%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=828&q=90 828w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F08678c11-4915-4d3d-9756-ef344714d2b3%2F-%2Fcrop%2F317x317%2F30%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1080&q=90 1080w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F08678c11-4915-4d3d-9756-ef344714d2b3%2F-%2Fcrop%2F317x317%2F30%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1200&q=90 1200w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F08678c11-4915-4d3d-9756-ef344714d2b3%2F-%2Fcrop%2F317x317%2F30%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1920&q=90 1920w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F08678c11-4915-4d3d-9756-ef344714d2b3%2F-%2Fcrop%2F317x317%2F30%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=2048&q=90 2048w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F08678c11-4915-4d3d-9756-ef344714d2b3%2F-%2Fcrop%2F317x317%2F30%2
29C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=90 3840w" src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F08678c11-4915-4d3d-9756-ef344714d2b3%2F-%2Fcrop%2F317x317%2F30%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=90"/></div></div></a><div class="MuiBox-root css-wxr3l5"><figcaption class="css-us19wc">Joel Bruckenstein: Schwab is in the driver's seat now.</figcaption></div><div class="MuiBox-root css-b2sijd"></div></div></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-12 MuiGrid-grid-sm-9 MuiGrid-grid-md-8 css-9ixkkb"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-column MuiGrid-spacing-xs-2 css-1xm9xoz"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-column MuiGrid-spacing-xs-1 css-1ha2s0f"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><h3 class="MuiTypography-root MuiTypography-h3 MuiTypography-gutterBottom css-1l25ptq"><a style="text-decoration:none;color:inherit" href="/a/2026/9/15/schwab-scores-exclusive-for-now-contract-with-anthropic-and-takes-ai-drivers-seat-in-ria-custody-analyst-says-though-others-counter-that-its-generic-and-late-coming"><span class="css-1ss1jax">Schwab scores exclusive (for now) contract with Anthropic and takes AI 'driver's seat' in RIA custody, analyst says, though others counter that it's generic and late-coming</span></a></h3></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><p class="MuiTypography-root MuiTypography-body1 css-10gp3us"><span>The Westlake, Texas, broker/custodian is 'the gorilla' with 'first crack' at new AI system, and will have the category-killing, API-supreme-equivalent that RIAs will be compelled to adopt -- or else, says Joel Bruckenstein.</span></p></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="MuiBox-root css-1lekzkb"><p class="MuiTypography-root MuiTypography-body2 css-11dwuk"><span class="css-1467pq2"><span class="my-2">By<!-- --> <a href="/author/brooke-southall/page/1">Brooke Southall</a> </span> <span class="pt-2 font-medium">September 15, 2026</span></span></p></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="articleSnippetBodyWrapper"><p>Schwab Advisor Services is now first â and exclusive among RIA custodians â to use Claude for Financial Advisors.</p></div></div></div></div></div></div></div></article><hr class="MuiDivider-root MuiDivider-fullWidth css-12simgm" color="#dcdcdc"/></div><div class="MuiBox-root css-0"></div></div></div></div><section><div><h2 class="MuiTypography-root MuiTypography-h3 MuiTypography-alignLeft css-1he4ctl" style="--Typography-textAlign:left">More Recent Stories:</h2><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-spacing-xs-2 css-1klpoq2"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-6 MuiGrid-grid-sm-12 css-q5puk8"><div class="MuiGrid-root MuiGrid-direction-xs-row css-1n5khr6"><div class="css-1k65wnp"><a href="/a/2026/9/12/marty-bicknell-commits-175-million-to-install-700-ai-bots-to-revolutionize-ria-automation-the-gamble-isnt-ai-but-whether-advisors-clients-staff-and-leadership-will-embrace-the-change-analyst-says" class="css-1qpx44x"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row css-1uzmm5z"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-auto css-7a8700"><div style="position:relative;width:60px;height:60px;flex-shrink:0"><img alt="" loading="lazy" decoding="async" data-nimg="fill" style="position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;object-fit:contain;color:transparent" sizes="60px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F9dc815e7-4b69-4af8-a379-6b3cee
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3840w" src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F9dc815e7-4b69-4af8-a379-6b3ceec68625%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75"/></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1itevy2"><h6 class="MuiTypography-root MuiTypography-h6 css-3wouzt">Marty Bicknell commits $175 million to install 700 'AI' bots to revolutionize RIA automation; the gamble isn't AI but whether advisors, clients, staff and leadership will embrace the change, analyst says</h6></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-1 css-1qyq0a8"><svg class="MuiSvgIcon-root MuiSvgIcon-fontSizeMedium css-q7mezt" focusable="false" color="rgb(171, 36, 48)" aria-hidden="true" viewBox="0 0 24 24" display="block"><path d="M6.23 20.23 8 22l10-10L8 2 6.23 3.77 14.46 12z"></path></svg></div></div></a></div></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-6 MuiGrid-grid-sm-12 css-q5puk8"><div class="MuiGrid-root MuiGrid-direction-xs-row css-1n5khr6"><div class="css-1k65wnp"><a href="/a/2026/9/11/amid-a-flood-of-warnings-about-dangers-of-rogue-ai-hamachi-steps-in-with-newly-patented-system-to-protect-sensitive-ria-client-data-from-ai-breaches" class="css-1qpx44x"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row css-1uzmm5z"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-auto css-7a8700"><div style="position:relative;width:60px;height:60px;flex-shrink:0"><img alt="" loading="lazy" decoding="async" data-nimg="fill" style="position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;object-fit:contain;color:transparent" sizes="60px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F50a18ab7-2214-47bb-bf27-80eba6f4f583%2F-%2Fcrop%2F691x690%2F0%2C1%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=32&q=75 32w, 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sensitive RIA client data from AI breaches</h6></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-1 css-1qyq0a8"><svg class="MuiSvgIcon-root MuiSvgIcon-fontSizeMedium css-q7mezt" focusable="false" color="rgb(171, 36, 48)" aria-hidden="true" viewBox="0 0 24 24" display="block"><path d="M6.23 20.23 8 22l10-10L8 2 6.23 3.77 14.46 12z"></path></svg></div></div></a></div></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-6 MuiGrid-grid-sm-12 css-q5puk8"><div class="MuiGrid-root MuiGrid-direction-xs-row css-1n5khr6"><div class="css-1k65wnp"><a href="/a/2026/9/10/bain-capital-mostly-funds-envestnet-buy-of-vestmark-to-surpass-10-trillion-and-define-adaptive-modularity-strategy-leaving-orion-a-clear-ria-lane" class="css-1qpx44x"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row css-1uzmm5z"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-auto css-7a8700"><div style="position:relative;width:60px;height:60px;flex-shrink:0"><img alt="" loading="lazy" decoding="async" data-nimg="fill" style="position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;object-fit:contain;color:transparent" sizes="60px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F60a1a779-c39e-41ad-b650-1dea0640e0b6%2F-%2Fcrop%2F425x425%2F9%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=32&q=75 32w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F60a1a779-c39e-41ad-b650-1dea0640e0b6%2F-%2Fcrop%2F425x425%2F9%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=48&q=75 48w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F60a1a779-c39e-41ad-b650-1dea0640e0b6%2F-%2Fcrop%2F425x425%2F9%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=64&q=75 64w, 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src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F60a1a779-c39e-41ad-b650-1dea0640e0b6%2F-%2Fcrop%2F425x425%2F9%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75"/></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1itevy2"><h6 class="MuiTypography-root MuiTypography-h6 css-3wouzt">Bain Capital (mostly) funds Envestnet buy of Vestmark to surpass $10 trillion and define 'adaptive modularity' strategy, leaving Orion a clear RIA lane</h6></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-1 css-1qyq0a8"><svg class="MuiSvgIcon-root MuiSvgIcon-fontSizeMedium css-q7mezt" focusable="false" color="rgb(171, 36, 48)" aria-hidden="true" viewBox="0 0 24 24" display="block"><path d="M6.23 20.23 8 22l10-10L8 2 6.23 3.77 14.46 12z"></path></svg></div></div></a></div></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-6 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class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1itevy2"><h6 class="MuiTypography-root MuiTypography-h6 css-3wouzt">SEC seeks to rescind 2010 'pay-to-play' rule, paving the way for investment advisors to again bid for public pension contracts while making political donations to officials with influence over pension awards</h6></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-1 css-1qyq0a8"><svg class="MuiSvgIcon-root MuiSvgIcon-fontSizeMedium css-q7mezt" focusable="false" color="rgb(171, 36, 48)" aria-hidden="true" viewBox="0 0 24 24" display="block"><path d="M6.23 20.23 8 22l10-10L8 2 6.23 3.77 14.46 12z"></path></svg></div></div></a></div></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-6 MuiGrid-grid-sm-12 css-q5puk8"><div class="MuiGrid-root MuiGrid-direction-xs-row css-1n5khr6"><div class="css-1k65wnp"><a href="/a/2026/9/3/ceo-jason-wenk-says-altruists-ai-hazel-is-ready-for-its-second-act-a-financial-planning-service-that-will-blow-away-the-market-with-one-big-caveat-advisors-must-be-ready-to-provide-pdfs-if-rivals-refuse-api-access" class="css-1qpx44x"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row css-1uzmm5z"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-auto css-7a8700"><div style="position:relative;width:60px;height:60px;flex-shrink:0"><img alt="" loading="lazy" decoding="async" data-nimg="fill" style="position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;object-fit:contain;color:transparent" sizes="60px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F5ba48c1c-b265-4cee-9807-ef5b735a14dc%2F-%2Fcrop%2F285x284%2F913%2C19%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x12
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src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F5ba48c1c-b265-4cee-9807-ef5b735a14dc%2F-%2Fcrop%2F285x284%2F913%2C19%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75"/></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1itevy2"><h6 class="MuiTypography-root MuiTypography-h6 css-3wouzt">CEO Jason Wenk says Altruist's AI 'Hazel' is ready for its second act, a financial planning service that will blow away the market with one big caveat -- advisors must be ready to provide PDFs, if rivals refuse API access</h6></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-1 css-1qyq0a8"><svg class="MuiSvgIcon-root MuiSvgIcon-fontSizeMedium css-q7mezt" focusable="false" color="rgb(171, 36, 48)" aria-hidden="true" viewBox="0 0 24 24" display="block"><path d="M6.23 20.23 8 22l10-10L8 2 6.23 3.77 14.46 12z"></path></svg></div></div></a></div></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-6 MuiGrid-grid-sm-12 css-q5puk8"><div class="MuiGrid-root MuiGrid-direction-xs-row css-1n5khr6"><div class="css-1k65wnp"><a href="/a/2026/9/2/after-fidelity-shutdown-its-password-sharing-business-model-last-year-ponteras-new-tack-is-a-non-discretionary-service-while-it-waits-out-a-cfpb-decision-on-bank-data-sharing-fees-and-offers-apis-to-all-comers" class="css-1qpx44x"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row css-1uzmm5z"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-auto css-7a8700"><div style="position:relative;width:60px;height:60px;flex-shrink:0"><img alt="" loading="lazy" decoding="async" data-nimg="fill" style="position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;object-fit:contain;color:transparent" sizes="60px" 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class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1itevy2"><h6 class="MuiTypography-root MuiTypography-h6 css-3wouzt">After Fidelity shutdown its password-sharing business model last year, Pontera's new tack is a 'non-discretionary service' while it waits out a CFPB decision on bank data-sharing fees and offers APIs to all comers</h6></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-1 css-1qyq0a8"><svg class="MuiSvgIcon-root MuiSvgIcon-fontSizeMedium css-q7mezt" focusable="false" color="rgb(171, 36, 48)" aria-hidden="true" viewBox="0 0 24 24" display="block"><path d="M6.23 20.23 8 22l10-10L8 2 6.23 3.77 14.46 12z"></path></svg></div></div></a></div></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-6 MuiGrid-grid-sm-12 css-q5puk8"><div class="MuiGrid-root MuiGrid-direction-xs-row css-1n5khr6"><div class="css-1k65wnp"><a href="/a/2026/9/1/riabiz-interview-jason-wenk-tells-riabiz-one-big-unnoticed-reason-why-he-sold-to-vanguard-and-the-bogle-ish-scenario-he-envisions-for-his-eventual-departure-decades-hence" class="css-1qpx44x"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row css-1uzmm5z"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-auto css-7a8700"><div style="position:relative;width:60px;height:60px;flex-shrink:0"><img alt="" loading="lazy" decoding="async" data-nimg="fill" style="position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;object-fit:contain;color:transparent" sizes="60px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F8606f683-3e4b-43d7-aebc-cfb393549dd2%2F-%2Fcrop%2F447x447%2F30%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=32&q=75 32w, 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/_next/image?url=https%3A%2F%2Fucarecdn.com%2F8606f683-3e4b-43d7-aebc-cfb393549dd2%2F-%2Fcrop%2F447x447%2F30%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=2048&q=75 2048w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F8606f683-3e4b-43d7-aebc-cfb393549dd2%2F-%2Fcrop%2F447x447%2F30%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75 3840w" src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F8606f683-3e4b-43d7-aebc-cfb393549dd2%2F-%2Fcrop%2F447x447%2F30%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75"/></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1itevy2"><h6 class="MuiTypography-root MuiTypography-h6 css-3wouzt">RIABIZ INTERVIEW: Jason Wenk tells RIABiz one big unnoticed reason why he sold to Vanguard, and the Bogle-ish scenario he envisions for his eventual departure decades hence</h6></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-1 css-1qyq0a8"><svg class="MuiSvgIcon-root MuiSvgIcon-fontSizeMedium css-q7mezt" focusable="false" color="rgb(171, 36, 48)" aria-hidden="true" viewBox="0 0 24 24" display="block"><path d="M6.23 20.23 8 22l10-10L8 2 6.23 3.77 14.46 12z"></path></svg></div></div></a></div></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-6 MuiGrid-grid-sm-12 css-q5puk8"><div class="MuiGrid-root MuiGrid-direction-xs-row css-1n5khr6"><div class="css-1k65wnp"><a href="/a/2026/8/28/vanguard-group-and-altruist-can-win-ria-hearts-no-problem-experts-say-but-the-bro-cultural-c
29hasm-2700-miles-apart-and-two-ways-of-defining-client-first-will-determine-if-they-can-make-the-marriage-work" class="css-1qpx44x"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row css-1uzmm5z"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-auto css-7a8700"><div style="position:relative;width:60px;height:60px;flex-shrink:0"><img alt="" loading="lazy" decoding="async" data-nimg="fill" style="position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;object-fit:contain;color:transparent" sizes="60px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F00e978c4-3aad-4b4e-88ac-1bfa57135de3%2F-%2Fcrop%2F397x397%2F38%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=32&q=75 32w, 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/_next/image?url=https%3A%2F%2Fucarecdn.com%2F00e978c4-3aad-4b4e-88ac-1bfa57135de3%2F-%2Fcrop%2F397x397%2F38%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=2048&q=75 2048w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F00e978c4-3aad-4b4e-88ac-1bfa57135de3%2F-%2Fcrop%2F397x397%2F38%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75 3840w" src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F00e978c4-3aad-4b4e-88ac-1bfa57135de3%2F-%2Fcrop%2F397x397%2F38%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75"/></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1itevy2"><h6 class="MuiTypography-root MuiTypography-h6 css-3wouzt">Vanguard Group and Altruist can win RIA hearts, no problem, experts say, but the bro-cultural chasm â 2,700 miles apart and two ways of defining 'client-first' â will determine if they can make the marriage work</h6></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-1 css-1qyq0a8"><svg class="MuiSvgIcon-root MuiSvgIcon-fontSizeMedium css-q7mezt" focusable="false" color="rgb(171, 36, 48)" aria-hidden="true" viewBox="0 0 24 24" display="block"><path d="M6.23 20.23 8 22l10-10L8 2 6.23 3.77 14.46 12z"></path></svg></div></div></a></div></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-6 MuiGrid-grid-sm-12 css-q5puk8"><div class="MuiGrid-root MuiGrid-direction-xs-row css-1n5khr6"><div class="css-1k65wnp"><a href="/a/2026/8/27/vanguard-struck-with-altruist-take-out-after-schwab-and-fidelity-zapped-it-with-etf-platform-fees-lightning-bolts-that-clearly-woke-a-sleeping-monster-that-could-redraw-the-compet
29itive-landscape-for-ria-custody-with-massive-vanguard-effect-analysts-say" class="css-1qpx44x"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row css-1uzmm5z"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-auto css-7a8700"><div style="position:relative;width:60px;height:60px;flex-shrink:0"><img alt="" loading="lazy" decoding="async" data-nimg="fill" style="position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;object-fit:contain;color:transparent" sizes="60px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=32&q=75 32w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=48&q=75 48w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=64&q=75 64w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=96&q=75 96w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=128&q=75 128w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=256&q=75 256w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=384&q=75 384w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=640&q=75 640w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=750&q=75 750w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=828&q=75 828w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=1080&q=75 1080w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=1200&q=75 1200w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=1920&q=75 1920w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=2048&q=75 2048w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75 3840w" src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75"/></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1itevy2"><h6 class="MuiTypography-root MuiTypography-h6 css-3wouzt">Vanguard struck with Altruist take-out after Schwab (and Fidelity) zapped it with ETF 'platform' fees, lightning bolts that clearly woke a sleeping monster that c
29ould redraw the competitive landscape for RIA custody, with massive 'Vanguard effect,' analysts say</h6></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-1 css-1qyq0a8"><svg class="MuiSvgIcon-root MuiSvgIcon-fontSizeMedium css-q7mezt" focusable="false" color="rgb(171, 36, 48)" aria-hidden="true" viewBox="0 0 24 24" display="block"><path d="M6.23 20.23 8 22l10-10L8 2 6.23 3.77 14.46 12z"></path></svg></div></div></a></div></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-6 MuiGrid-grid-sm-12 css-q5puk8"><div class="MuiGrid-root MuiGrid-direction-xs-row css-1n5khr6"><div class="css-1k65wnp"><a href="/a/2026/8/26/wells-fargo-follows-morgan-stanley-out-the-door-prompting-forbes-and-shook-to-freeze-all-2026-advisor-rankings-amid-fallout-from-6-million-editor-payout" class="css-1qpx44x"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row css-1uzmm5z"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-auto css-7a8700"><div style="position:relative;width:60px;height:60px;flex-shrink:0"><img alt="" loading="lazy" decoding="async" data-nimg="fill" style="position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;object-fit:contain;color:transparent" sizes="60px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=32&q=75 32w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=48&q=75 48w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=64&q=75 64w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=96&q=75 96w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=128&q=75 128w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=256&q=75 256w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=384&q=75 384w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=640&q=75 640w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=750&q=75 750w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=828&q=75 828w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=1080&q=75 1080w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=1200&q=75 1200w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=1920&q=75 1920w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=2048&q=75 2048w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75 3840w" src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75"/></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1itevy2"><h6 class="MuiTypography-root MuiTypography-h6 css-3wouzt">Wells Fargo follows Morgan Stanley out the door, prompting Forbes and Shook to freeze all 2026 advisor rankings amid fallout from $6-million editor payout</h6></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-1 css-1qyq0a8"><svg class="MuiSvgIcon-root MuiSvgIcon-fontSizeMedium css-q7mezt" focusable="false" color="rgb(171, 36, 48)" aria-hidden="true" viewBox="0 0 24 24" display="block"><path d="M6.23 20.23 8 22l10-10L8 2 6.23 3.77 14.46 12z"></path></svg></div></div></a></div></div></div></div><hr class="MuiDivider-root MuiDivider-fullWidth css-dod54w" marginy="1em"/></div></section><section><a href="/all"><h2 class="MuiTypography-root MuiTypography-h2 largeHeading css-1acz4l6">RIABiz Archives <svg class="MuiSvgIcon-root MuiSvgIcon-fontSizeMedium css-q7mezt" focusable="false" aria-hidden="true" viewBox="0 0 24 24">
29<path d="M10 6 8.59 7.41 13.17 12l-4.58 4.59L10 18l6-6z"></path></svg></h2></a><div><div class="desktop MuiBox-root css-wqzr84"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row css-1f11l0v"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2026</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2026/9"><a href="/archives/2026/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2026/8"><a href="/archives/2026/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2026/7"><a href="/archives/2026/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2026/6"><a href="/archives/2026/6" 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MuiTypography-subtitle1 css-xmujz1">2025</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2025/12"><a href="/archives/2025/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2025/11"><a href="/archives/2025/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2025/10"><a href="/archives/2025/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2025/9"><a href="/archives/2025/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2025/8"><a href="/archives/2025/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2025/7"><a href="/archives/2025/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2025/6"><a href="/archives/2025/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2025/5"><a href="/archives/2025/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2025/4"><a href="/archives/2025/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2025/3"><a href="/archives/2025/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2025/2"><a href="/archives/2025/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2025/1"><a href="/archives/2025/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2024</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2024/12"><a href="/archives/2024/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2024/11"><a href="/archives/2024/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2024/10"><a href="/archives/2024/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2024/9"><a href="/archives/2024/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2024/8"><a href="/archives/2024/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2024/7"><a href="/archives/2024/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2024/6"><a href="/archives/2024/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2024/5"><a href="/archives/2024/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2024/4"><a href="/archives/2024/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2024/3"><a href="/archives/2024/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2024/2"><a href="/archives/2024/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2024/1"><a href="/archives/2024/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2023</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2023/12"><a href="/archives/2023/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2023/11"><a href="/archives/2023/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2023/10"><a href="/archives/2023/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2023/9"><a href="/archives/2023/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2023/8"><a href="/archives/2023/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2023/7"><a href="/archives/2023/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2023/6"><a href="/archives/2023/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2023/5"><a href="/archives/2023/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2023/4">
29<a href="/archives/2023/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2023/3"><a href="/archives/2023/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2023/2"><a href="/archives/2023/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2023/1"><a href="/archives/2023/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2022</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2022/12"><a href="/archives/2022/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2022/11"><a href="/archives/2022/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2022/10"><a href="/archives/2022/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2022/9"><a href="/archives/2022/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2022/8"><a href="/archives/2022/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2022/7"><a href="/archives/2022/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2022/6"><a href="/archives/2022/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2022/5"><a href="/archives/2022/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2022/4"><a href="/archives/2022/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2022/3"><a href="/archives/2022/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2022/2"><a href="/archives/2022/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2022/1"><a href="/archives/2022/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2021</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2021/12"><a href="/archives/2021/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2021/11"><a href="/archives/2021/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2021/10"><a href="/archives/2021/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2021/9"><a href="/archives/2021/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2021/8"><a href="/archives/2021/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2021/7"><a href="/archives/2021/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2021/6"><a href="/archives/2021/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2021/5"><a href="/archives/2021/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2021/4"><a href="/archives/2021/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2021/3"><a href="/archives/2021/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2021/2"><a href="/archives/2021/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2021/1"><a href="/archives/2021/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2020</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2020/12"><a href="/archives/2020/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2020/11"><a href="/archives/2020/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2020/10"><a href="/archives/2020/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2020/9"><a href="/archives/2020/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2020/8"><a href="/archives/2020/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2020/7"><a href="/archives/2020/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2020/6"><a href="/archives/2020/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2020/5"><a href="/archives/2020/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2020/4"><a href="/archives/2020/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2020/3"><a href="/archives/2020/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2020/2"><a href="/archives/2020/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2020/1"><a href="/archives/2020/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2019</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2019/12"><a href="/archives/2019/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2019/11"><a href="/archives/2019/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2019/10"><a href="/archives/2019/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2019/9"><a href="/archives/2019/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2019/8"><a href="/archives/2019/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2019/7"><a href="/archives/2019/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2019/6"><a href="/archives/2019/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2019/5"><a href="/archives/2019/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2019/4"><a href="/archives/2019/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2019/3"><a href="/archives/2019/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2019/2"><a href="/archives/2019/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2019/1"><a href="/archives/2019/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2018</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2018/12"><a href="/archives/2018/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2018/11"><a href="/archives/2018/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2018/10"><a href="/archives/2018/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2018/9"><a href="/archives/2018/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2018/8"><a href="/archives/2018/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2018/7"><a href="/archives/2018/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2018/6"><a href="/archives/2018/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2018/5"><a href="/archives/2018/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2018/4"><a href="/archives/2018/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2018/3"><a href="/archives/2018/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2018/2"><a href="/archives/2018/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2018/1"><a href="/archives/2018/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2017</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2017/12"><a href="/archives/2017/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2017/11"><a href="/archives/2017/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2017/10"><a href="/archives/2017/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2017/9"><a href="/archives/2017/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2017/8"><a href="/archives/2017/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2017/7"><a href="/archives/2017/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2017/6"><a href="/archives/2017/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2017/5"><a href="/archives/2017/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2017/4"><a href="/archives/2017/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2017/3"><a href="/archives/2017/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2017/2"><a href="/archives/2017/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2017/1"><a href="/archives/2017/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2016</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2016/12"><a href="/archives/2016/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2016/11"><a href="/archives/2016/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2016/10"><a href="/archives/2016/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2016/9"><a href="/archives/2016/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2016/8"><a href="/archives/2016/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2016/7"><a href="/archives/2016/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2016/6"><a href="/archives/2016/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2016/5"><a href="/archives/2016/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2016/4"><a href="/archives/2016/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2016/3"><a href="/archives/2016/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2016/2"><a href="/archives/2016/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2016/1"><a href="/archives/2016/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2015</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2015/12"><a href="/archives/2015/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2015/11"><a href="/archives/2015/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2015/10"><a href="/archives/2015/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2015/9"><a href="/archives/2015/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2015/8"><a href="/archives/2015/8" class="desktop css-1dawzi9">August
29</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2015/7"><a href="/archives/2015/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2015/6"><a href="/archives/2015/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2015/5"><a href="/archives/2015/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2015/4"><a href="/archives/2015/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2015/3"><a href="/archives/2015/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2015/2"><a href="/archives/2015/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2015/1"><a href="/archives/2015/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2014</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2014/12"><a href="/archives/2014/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2014/11"><a href="/archives/2014/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2014/10"><a href="/archives/2014/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2014/9"><a href="/archives/2014/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2014/8"><a href="/archives/2014/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2014/7"><a href="/archives/2014/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2014/6"><a href="/archives/2014/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2014/5"><a href="/archives/2014/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2014/4"><a href="/archives/2014/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2014/3"><a href="/archives/2014/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2014/2"><a href="/archives/2014/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2014/1"><a href="/archives/2014/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2013</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2013/12"><a href="/archives/2013/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2013/11"><a href="/archives/2013/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2013/10"><a href="/archives/2013/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2013/9"><a href="/archives/2013/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2013/8"><a href="/archives/2013/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2013/7"><a href="/archives/2013/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2013/6"><a href="/archives/2013/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2013/5"><a href="/archives/2013/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2013/4"><a href="/archives/2013/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2013/3"><a href="/archives/2013/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2013/2"><a href="/archives/2013/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2013/1"><a href="/archives/2013/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2012</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2012/12"><a href="/archives/2012/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2012/11"><a href="/archives/2012/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2012/10"><a href="/archives/2012/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2012/9"><a href="/archives/2012/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2012/8"><a href="/archives/2012/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2012/7"><a href="/archives/2012/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2012/6"><a href="/archives/2012/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2012/5"><a href="/archives/2012/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2012/4">
29<a href="/archives/2012/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2012/3"><a href="/archives/2012/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2012/2"><a href="/archives/2012/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2012/1"><a href="/archives/2012/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2011</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2011/12"><a href="/archives/2011/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2011/11"><a href="/archives/2011/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2011/10"><a href="/archives/2011/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2011/9"><a href="/archives/2011/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2011/8"><a href="/archives/2011/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2011/7"><a href="/archives/2011/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2011/6"><a href="/archives/2011/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2011/5"><a href="/archives/2011/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2011/4"><a href="/archives/2011/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2011/3"><a href="/archives/2011/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2011/2"><a href="/archives/2011/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2011/1"><a href="/archives/2011/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2010</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2010/12"><a href="/archives/2010/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2010/11"><a href="/archives/2010/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2010/10"><a href="/archives/2010/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2010/9"><a href="/archives/2010/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2010/8"><a href="/archives/2010/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2010/7"><a href="/archives/2010/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2010/6"><a href="/archives/2010/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2010/5"><a href="/archives/2010/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2010/4"><a href="/archives/2010/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2010/3"><a href="/archives/2010/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2010/2">
29<a href="/archives/2010/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2010/1"><a href="/archives/2010/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2009</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2009/12"><a href="/archives/2009/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2009/11"><a href="/archives/2009/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2009/10"><a href="/archives/2009/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2009/9"><a href="/archives/2009/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2009/8"><a href="/archives/2009/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2009/7"><a href="/archives/2009/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2009/6"><a href="/archives/2009/6" class="desktop css-1dawzi9">June</a></h6></div></div></div></div></section></div></main></div></div></div><div class="MuiBox-root css-1wwew76"><div class="MuiBox-root css-0"><section style="margin:8px auto 4px;text-align:center;min-height:90px"></section></div><div class="MuiBox-root css-0"><section style="margin-bottom:8px;min-height:200px"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-spacing-sm-1 MuiGrid-spacing-md-2 MuiGrid-spacing-lg-4 css-2q6ecq"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-1 css-o8rglm"></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-sm-2 css-1ewcgxb"><div class="MuiBox-root css-4wt5wy" aria-label="Schwab'
29s poach of $8-billion Ameriprise breakaway extends its wild 2026 rout of the once impenetrable fortress to four $1-billion-plus team"><article><a href="/a/2026/9/23/schwabs-poach-of-8-billion-ameriprise-breakaway-extends-its-wild-2026-rout-of-the-once-impenetrable-fortress-to-four-1-billion-plus-teams-with-help-from-high-multiple-market"><div class="MuiBox-root css-1fi2783"><h4 class="MuiTypography-root MuiTypography-h4 MuiTypography-alignCenter css-rm52z4" style="--Typography-textAlign:center">check, please</h4></div><div class="MuiBox-root css-1jwcynw"><div class="ribboned-image_ribbonWrapper__bAe7U"><img alt="schwabs-poach-of-8-billion-ameriprise-breakaway-extends-its-wild-2026-rout-of-the-once-impenetrable-fortress-to-four-1-billion-plus-teams-with-help-from-high-multiple-market" width="150" height="150" decoding="async" data-nimg="1" class="image-fade" style="color:transparent;width:100%;height:100%;object-fit:cover" sizes="150px" 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src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2Fbba8bac4-15b8-44d1-a61f-d6454bbfd5a6%2F-%2Fcrop%2F292x292%2F12%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F300x300%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75"/></div></div><div class="MuiBox-root css-d2z65d"><h5 class="MuiTypography-root MuiTypography-h5 featuredCaption css-f2bf8m"><small>Schwab'
29s poach of $8-billion Ameriprise breakaway extends its wild 2026 rout of the once impenetrable fortress to four $1-billion-plus team</small></h5></div></a></article></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-sm-2 css-1ewcgxb"><div class="MuiBox-root css-4wt5wy" aria-label="Schwab won inside track with Anthropic but Altruist won the heart of an RIA prodigy in Manhattan; the latter may matter more, analysts say"><article><a href="/a/2026/9/22/schwabs-surprise-unveiling-of-anthropic-deal-at-future-proof-shows-it-has-an-ai-ace-up-its-sleeve-but-it-may-take-five-years-or-more-to-catch-up-with-altruist-if-at-all-say-two-analysts"><div class="MuiBox-root css-1fi2783"><h4 class="MuiTypography-root MuiTypography-h4 MuiTypography-alignCenter css-rm52z4" style="--Typography-textAlign:center">triomphe de Arca</h4></div><div class="MuiBox-root css-1jwcynw"><div class="ribboned-image_ribbonWrapper__bAe7U"><img alt="schwabs-surprise-unveiling-of-anthropic-deal-at-future-proof-shows-it-has-an-ai-ace-up-its-sleeve-but-it-may-take-five-years-or-more-to-catch-up-with-altruist-if-at-all-say-two-analysts" loading="lazy" width="150" height="150" decoding="async" data-nimg="1" class="image-fade" style="color:transparent;width:100%;height:100%;object-fit:cover" sizes="150px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F300x300%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=32&q=75 32w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F300x300%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=48&q=75 48w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F300x300%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=64&q=75 64w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F300x300%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=96&q=75 96w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F300x300%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=128&q=75 128w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F300x300%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=256&q=75 256w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F300x300%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=384&q=75 384w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F300x300%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=640&q=75 640w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F300x300%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=750&q=75 750w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F300x300%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=828&q=75 828w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F300x300%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1080&q=75 1080w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F300x300%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1200&q=75 1200w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F300x300%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1920&q=75 1920w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F300x300%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=2048&q=75 2048w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F300x300%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75 3840w" src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F300x300%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75"/></div></div><div class="MuiBox-root css-d2z65d"><h5 class="MuiTypography-root MuiTypography-h5 featuredCaption css-f2bf8m"><small>Schwab won inside track with Anthropic but Altruist won the heart of an RIA prodigy in Manhattan; the latter may matter more, analysts say</small></h5></div></a></article></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-sm-2 css-1ewcgxb"><div class="MuiBox-root css-4wt5wy" aria-label="Ritik Malhotra accepts unsolicited $100-m
29illion for Savvy stake, after buyer valued it 560% more than 15 months ago"><article><a href="/a/2026/9/18/ritik-malhotra-sells-not-for-sale-savvy-stake-for-100-million-after-utah-jazz-owner-showed-up-big-for-his-lpl-disruption-by-ai-play-and-mark-casady-re-upped-at-the-new-price-as-well"><div class="MuiBox-root css-1fi2783"><h4 class="MuiTypography-root MuiTypography-h4 MuiTypography-alignCenter css-rm52z4" style="--Typography-textAlign:center">jazzed up</h4></div><div class="MuiBox-root css-1jwcynw"><div class="ribboned-image_ribbonWrapper__bAe7U"><img alt="ritik-malhotra-sells-not-for-sale-savvy-stake-for-100-million-after-utah-jazz-owner-showed-up-big-for-his-lpl-disruption-by-ai-play-and-mark-casady-re-upped-at-the-new-price-as-well" loading="lazy" width="150" height="150" decoding="async" data-nimg="1" class="image-fade" style="color:transparent;width:100%;height:100%;object-fit:cover" sizes="150px" 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src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2Fe163e324-21a7-4096-a068-226eebe1d4a4%2F-%2Fcrop%2F580x580%2F3%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F300x300%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75"/></div></div><div class="MuiBox-root css-d2z65d"><h5 class="MuiTypography-root MuiTypography-h5 featuredCaption css-f2bf8m"><small>
29Ritik Malhotra accepts unsolicited $100-million for Savvy stake, after buyer valued it 560% more than 15 months ago</small></h5></div></a></article></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-sm-2 css-1ewcgxb"><div class="MuiBox-root css-4wt5wy" aria-label="'No rush' Peter Mallouk is doing wild 'gap' deals as he rides out RIA seller's market and his Creative Planning keeps 'billions' of purchasing power 'locked-and-loaded' for 'perfect' moment"><article><a href="/a/2026/9/17/no-rush-peter-mallouk-is-doing-wild-gap-deals-as-he-rides-out-ria-sellers-market-and-his-creative-planning-keeps-billions-of-purchasing-power-locked-and-loaded-for-perfect-moment"><div class="MuiBox-root css-1fi2783"><h4 class="MuiTypography-root MuiTypography-h4 MuiTypography-alignCenter css-rm52z4" style="--Typography-textAlign:center">creative license</h4></div><div class="MuiBox-root css-1jwcynw"><div class="ribboned-image_ribbonWrapper__bAe7U"><img alt="no-rush-peter-mallouk-is-doing-wild-gap-deals-as-he-rides-out-ria-sellers-market-and-his-creative-planning-keeps-billions-of-purchasing-power-locked-and-loaded-for-perfect-moment" loading="lazy" width="150" height="150" decoding="async" data-nimg="1" class="image-fade" style="color:transparent;width:100%;height:100%;object-fit:cover" sizes="150px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F72ebbf28-7beb-46cb-9dac-45d42ffa7cc1%2F-%2Fcrop%2F442x442%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F300x300%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=32&q=75 32w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F72ebbf28-7beb-46cb-9dac-45d42ffa7cc1%2F-%2Fcrop%2F442x442%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F300x300%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=48&q=75 48w, 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/_next/image?url=https%3A%2F%2Fucarecdn.com%2F72ebbf28-7beb-46cb-9dac-45d42ffa7cc1%2F-%2Fcrop%2F442x442%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F300x300%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75 3840w" src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F72ebbf28-7beb-46cb-9dac-45d42ffa7cc1%2F-%2Fcrop%2F442x442%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F300x300%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75"/></div></div><div class="MuiBox-root css-d2z65d"><h5 class="MuiTypography-root MuiTypography-h5 featuredCaption css-f2bf8m"><small>'No rush' Peter Mallouk is doing wild 'gap' deals as he rides out RIA seller's market and his Creative Planning keeps 'billions' of purchasing power 'locked-and-loaded' for 'perfect' moment</small></h5></div></a></article></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-sm-2 css-1ewcgxb"><div class="MuiBox-root css-4wt5wy" aria-label="David Fortunato admits, unprovoked, that 2023 and 2024 cash-lured 'cohorts' exposed a Wealthfront business-model disconnect by proving coy to cross-sales"><article><a href="/a/2026/9/16/david-fortunato-makes-his-third-pivot-after-cash-management-cross-selling-fails-to-yield-ample-robo-investors-a-bolt-on-discount-brokerage-will-join-its-digital-home-lending-unit-in-a-true-silicon-valley-mas
29hup"><div class="MuiBox-root css-1fi2783"><h4 class="MuiTypography-root MuiTypography-h4 MuiTypography-alignCenter css-rm52z4" style="--Typography-textAlign:center">big pivot</h4></div><div class="MuiBox-root css-1jwcynw"><div class="ribboned-image_ribbonWrapper__bAe7U"><img alt="david-fortunato-makes-his-third-pivot-after-cash-management-cross-selling-fails-to-yield-ample-robo-investors-a-bolt-on-discount-brokerage-will-join-its-digital-home-lending-unit-in-a-true-silicon-valley-mashup" loading="lazy" width="150" height="150" decoding="async" data-nimg="1" class="image-fade" style="color:transparent;width:100%;height:100%;object-fit:cover" sizes="150px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F3c760cdf-1109-40ca-93bc-bf119790012b%2F-%2Fcrop%2F318x318%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F300x300%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=32&q=75 32w, 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/_next/image?url=https%3A%2F%2Fucarecdn.com%2F3c760cdf-1109-40ca-93bc-bf119790012b%2F-%2Fcrop%2F318x318%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F300x300%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1080&q=75 1080w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F3c760cdf-1109-40ca-93bc-bf119790012b%2F-%2Fcrop%2F318x318%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F300x300%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1200&q=75 1200w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F3c760cdf-1109-40ca-93bc-bf119790012b%2F-%2Fcrop%2F318x318%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F300x300%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1920&q=75 1920w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F3c760cdf-1109-40ca-93bc-bf119790012b%2F-%2Fcrop%2F318x318%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F300x300%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=2048&q=75 2048w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F3c760cdf-1109-40ca-93bc-bf119790012b%2F-%2Fcrop%2F318x318%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F300x300%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75 3840w" src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F3c760cdf-1109-40ca-93bc-bf119790012b%2F-%2Fcrop%2F318x318%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F300x300%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75"/></div></div><div class="MuiBox-root css-d2z65d"><h5 class="MuiTypography-root MuiTypography-h5 featuredCaption css-f2bf8m"><small>David Fortunato admits, unprovoked, that 2023 and 2024 cash-lured 'cohorts' exposed a Wealthfront business-model disconnect by proving coy to cross-sales</small></h5></div></a></article></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-1 css-o8rglm"></div></div></section></div><hr class="MuiDivider-root MuiDivider-fullWidth css-1l7j3r6" color="#1065ac"/><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-spacing-xs-4 css-199nrdm"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-sm-12 MuiGrid-grid-md-8 css-wl0yz4"><main><div><h1 class="sr-only">RIABiz - News, Vision & Voice for the Advisory Community</h1><div class="MuiBox-root css-1en2ck6"><div class="MuiBox-root css-0"><div class="MuiBox-root css-15y3c6g"><article><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-spacing-xs-4 css-199nrdm"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-12 MuiGrid-grid-sm-4 MuiGrid-grid-md-4 css-11m7a6c"><div class="MuiBox-root css-1cdsbvc"><a href="/a/2026/9/24/fidelity-investments-just-cast-a-wider-net-for-ria-custody-revenues-by-backstopping-savvy-wealths-expected-mid-2027-custody-launch-hastened-by-the-lean-in-of-multi-billion-aum-ria-prospects-the-company-says"><div class="MuiBox-root css-1pocctc"><div class="ribboned-image_ribbonWrapper__bAe7U"><img alt="Ritik Malhotra: We have some multi-billion dollar AUM groups of folks that are very seriously considering the RIA platform right now." width="500" height="500" decoding="async" data-nimg="1" class="snippets_snippetImageContainer__hGFqC image-fade" style="color:transparent;width:100%;height:100%;object-fit:cover" sizes="(max-width: 600px) 90vw, 250px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc93a5966-614b-43b2-98d3-17feeac93ed7%2F-%2Fcrop%2F580x580%2F3%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=640&q=90 640w, 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/_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc93a5966-614b-43b2-98d3-17feeac93ed7%2F-%2Fcrop%2F580x580%2F3%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1200&q=90 1200w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc93a5966-614b-43b2-98d3-17feeac93ed7%2F-%2Fcrop%2F580x580%2F3%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1920&q=90 1920w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc93a5966-614b-43b2-98d3-17feeac93ed7%2F-%2Fcrop%2F580x580%2F3%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=2048&q=90 2048w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc93a5966-614b-43b2-98d3-17feeac93ed7%2F-%2Fcrop%2F580x580%2F3%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=90 3840w" src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc93a5966-614b-43b2-98d3-17feeac93ed7%2F-%2Fcrop%2F580x580%2F3%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=90"/></div></div></a><div class="MuiBox-root css-wxr3l5"><figcaption class="css-us19wc">Ritik Malhotra: We have some multi-billion dollar AUM groups of folks that are very seriously considering the RIA platform right now.</figcaption></div><div class="MuiBox-root css-b2sijd"></div></div></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-12 MuiGrid-grid-sm-9 MuiGrid-grid-md-8 css-9ixkkb"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-column MuiGrid-spacing-xs-2 css-1xm9xoz"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-column MuiGrid-spacing-xs-1 css-1ha2s0f"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><h3 class="MuiTypography-root MuiTypography-h3 MuiTypography-gutterBottom css-1l25ptq"><a style="text-decoration:none;color:inherit" href="/a/2026/9/24/fidelity-investments-just-cast-a-wider-net-for-ria-custody-revenues-by-backstopping-savvy-wealths-expected-mid-2027-custody-launch-hastened-by-the-lean-in-of-multi-billion-aum-ria-prospects-the-company-says"><span class="css-1ss1jax">Fidelity Investments just cast a wider net for RIA custody revenues by backstopping Savvy Wealth'
29s (expected mid-2027 ) custody launch -- hastened by the lean-in of 'multi-billion-AUM' RIA prospects, the company says</span></a></h3></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><p class="MuiTypography-root MuiTypography-body1 css-10gp3us"><span>Savvy and Fidelity make a strong team to target Commonwealth assets, Savvy CEO says, because those advisors lived on Fidelity's clearing and can now attach as RIAs.</span></p></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="MuiBox-root css-1lekzkb"><p class="MuiTypography-root MuiTypography-body2 css-11dwuk"><span class="css-1467pq2"><span class="my-2">By<!-- --> <a href="/author/brooke-southall/page/1">Brooke Southall</a> </span> <span class="pt-2 font-medium">September 24, 2026</span></span></p></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="articleSnippetBodyWrapper"><p>Fidelity Investments now has another, more AI-focused fishing line in the water for RIA custody assets. </p></div></div></div></div></div></div></div></article><hr class="MuiDivider-root MuiDivider-fullWidth css-12simgm" color="#dcdcdc"/></div><div class="MuiBox-root css-0"><div class="MuiBox-root css-0"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row css-1f11l0v"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-sm-12 MuiGrid-grid-md-6 css-5inxbj"></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-sm-12 MuiGrid-grid-md-6 css-q5puk8"><div class="MuiBox-root css-8kn4zf"><a href="/section/people-moves"><h2 class="MuiTypography-root MuiTypography-h2 MuiTypography-alignCenter css-ipq6nf" style="--Typography-textAlign:center;margin:0 auto 0.15em auto">PEOPLE MOVES</h2></a><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-spacing-xs-1 css-19hkpd7"><div class="MuiGrid-root MuiGrid-direction-xs-row css-1n5khr6"><div 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src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F5f177c4e-cf47-410b-beb0-df4d56890e90%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75"/></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1itevy2"><h6 class="MuiTypography-root MuiTypography-h6 css-3wouzt">Vanguard hires ex-Barron's, ex-Fido 'thought leader' and CFP for mission impossible -- to better speak to RIAs after years of viewing third parties (and their fees) suspiciously</h6></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-1 css-1qyq0a8"><svg class="MuiSvgIcon-root MuiSvgIcon-fontSizeMedium css-q7mezt" focusable="false" color="rgb(171, 36, 48)" aria-hidden="true" viewBox="0 0 24 24" display="block"><path d="M6.23 20.23 8 22l10-10L8 2 6.23 3.77 14.46 12z"></path></svg></div></div></a></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row css-1n5khr6"><div class="css-1k65wnp"><a 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and Gurinder Ahluwahlia -- and it promises a 'near-future,' replacement</h6></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-1 css-1qyq0a8"><svg class="MuiSvgIcon-root MuiSvgIcon-fontSizeMedium css-q7mezt" focusable="false" color="rgb(171, 36, 48)" aria-hidden="true" viewBox="0 0 24 24" display="block"><path d="M6.23 20.23 8 22l10-10L8 2 6.23 3.77 14.46 12z"></path></svg></div></div></a></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row css-1n5khr6"><div class="css-1k65wnp"><a href="/a/2026/5/14/orion-headhunts-yi-ching-wu-from-assetmark-its-second-attempt-in-14-months-to-fill-a-crucial-role-to-put-a-phone-book-onto-a-postage-stamp-and-weave-together-its-tech-and-investment-businesses" class="css-1qpx44x"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row css-1uzmm5z"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-auto css-7a8700"><div style="position:relative;width:60px;height:60px;flex-shrink:0"><img alt="" loading="lazy" decoding="async" data-nimg="fill" style="position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;object-fit:contain;color:transparent" sizes="60px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2Ffce4bd72-39db-4364-83db-cb882f82a7f0%2F-%2Fcrop%2F587x587%2F0%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=32&q=75 32w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Ffce4bd72-39db-4364-83db-cb882f82a7f0%2F-%2Fcrop%2F587x587%2F0%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=48&q=75 48w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Ffce4bd72-39db-4364-83db-cb882f82a7f0%2F-%2Fcrop%2F587x587%2F0%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=64&q=75 64w, 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29ressive%2Fyes%2F&w=2048&q=75 2048w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Ffce4bd72-39db-4364-83db-cb882f82a7f0%2F-%2Fcrop%2F587x587%2F0%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75 3840w" src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2Ffce4bd72-39db-4364-83db-cb882f82a7f0%2F-%2Fcrop%2F587x587%2F0%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75"/></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1itevy2"><h6 class="MuiTypography-root MuiTypography-h6 css-3wouzt">Orion headhunts Yi-Ching Wu from AssetMark -- its second attempt in 14 months to fill a crucial role -- 'to put a phone book onto a postage stamp' and weave together its tech and investment businesses</h6></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-1 css-1qyq0a8"><svg class="MuiSvgIcon-root MuiSvgIcon-fontSizeMedium css-q7mezt" focusable="false" color="rgb(171, 36, 48)" aria-hidden="true" viewBox="0 0 24 24" display="block"><path d="M6.23 20.23 8 22l10-10L8 2 6.23 3.77 14.46 12z"></path></svg></div></div></a></div></div></div></div><hr class="MuiDivider-root MuiDivider-fullWidth css-40nib4"/></div></div></div></div><div class="MuiBox-root css-15y3c6g"><article><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-spacing-xs-4 css-199nrdm"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-12 MuiGrid-grid-sm-4 MuiGrid-grid-md-4 css-11m7a6c"><div class="MuiBox-root css-1cdsbvc"><a href="/a/2026/9/23/schwabs-poach-of-8-billion-ameriprise-breakaway-extends-its-wild-2026-rout-of-the-once-impenetrable-fortress-to-four-1-billion-plus-teams-with-help-from-high-multiple-market"><div class="MuiBox-root css-1pocctc"><div class="ribboned-image_ribbonWrapper__bAe7U"><img alt="Jim Cracchiolo: Right now, people are taking some checks." width="500" height="500" decoding="async" data-nimg="1" class="snippets_snippetImageContainer__hGFqC image-fade" style="color:transparent;width:100%;height:100%;object-fit:cover" sizes="(max-width: 600px) 90vw, 250px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2Fbba8bac4-15b8-44d1-a61f-d6454bbfd5a6%2F-%2Fcrop%2F292x292%2F12%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=640&q=90 640w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fbba8bac4-15b8-44d1-a61f-d6454bbfd5a6%2F-%2Fcrop%2F292x292%2F12%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=750&q=90 750w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fbba8bac4-15b8-44d1-a61f-d6454bbfd5a6%2F-%2Fcrop%2F292x292%2F12%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=828&q=90 828w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fbba8bac4-15b8-44d1-a61f-d6454bbfd5a6%2F-%2Fcrop%2F292x292%2F12%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1080&q=90 1080w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fbba8bac4-15b8-44d1-a61f-d6454bbfd5a6%2F-%2Fcrop%2F292x292%2F12%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1200&q=90 1200w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fbba8bac4-15b8-44d1-a61f-d6454bbfd5a6%2F-%2Fcrop%2F292x292%2F12%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1920&q=90 1920w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fbba8bac4-15b8-44d1-a61f-d6454bbfd5a6%2F-%2Fcrop%2F292x292%2F12%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=2048&q=90 2048w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fbba8bac4-15b8-44d1-a61f-d6454bbfd5a6%2F-%2Fcrop%2F292x292%2F12%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=90 3840w" src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2Fbba8bac4-15b8-44d1-a61f-d6454bbfd5a6%2F-%2Fcrop%2F292x292%2F12%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=90"/></div></div></a><div class="MuiBox-root css-wxr3l5"><figcaption class="css-us19wc">Jim Cracchiolo: Right now, people are taking some checks.</figcaption></div><div class="MuiBox-root css-b2sijd"></div></div></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-12 MuiGrid-grid-sm-9 MuiGrid-grid-md-8 css-9ixkkb"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-column MuiGrid-spacing-xs-2 css-1xm9xoz"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-column MuiGrid-spacing-xs-1 css-1ha2s0f"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><h3 class="MuiTypography-root MuiTypography-h3 MuiTypography-gutterBottom css-1l25ptq"><a style="text-decoration:none;color:inherit" href="/a/2026/9/23/schwabs-poach-of-8-billion-ameriprise-breakaway-extends-its-wild-2026-rout-of-the-once-impenetrable-fortress-to-four-1-billion-
29plus-teams-with-help-from-high-multiple-market"><span class="css-1ss1jax">Schwab's poach of $8-billion Ameriprise breakaway extends its wild 2026 rout of the once impenetrable fortress to four $1-billion-plus teams with help from high-multiple market</span></a></h3></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><p class="MuiTypography-root MuiTypography-body1 css-10gp3us"><span>The Westlake, Texas custodial giant of $6 trillion helped launch Rise Private Wealth Management and is running the table against the $1.7-trillion Minneapolis brokerage -- as new internal and external factors expose Ameriprise to aggressive recruiting, recruiters say.</span></p></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="MuiBox-root css-1lekzkb"><p class="MuiTypography-root MuiTypography-body2 css-11dwuk"><span class="css-1467pq2"><span class="my-2">By<!-- --> <a href="/author/brooke-southall/page/1">Brooke Southall</a> </span> <span class="pt-2 font-medium">September 23, 2026</span></span></p></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="articleSnippetBodyWrapper"><blockquote><p><strong>Brooke's Note: I can't remember the last time Ameriprise was central to an RIABiz story. But of late, the broker-dealer has become Schwabâs favorite happy hunting ground for breakaway brokers with a desire to become freestanding RIAs. Ameriprise is a fabled company, long considered impregnable ...</strong></p></blockquote></div></div></div></div></div></div></div></article><hr class="MuiDivider-root MuiDivider-fullWidth css-12simgm" color="#dcdcdc"/></div><div class="MuiBox-root css-0"><div style="min-height:240px"></div></div><div class="MuiBox-root css-15y3c6g"><article><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-spacing-xs-4 css-199nrdm"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-12 MuiGrid-grid-sm-4 MuiGrid-grid-md-4 css-11m7a6c"><div class="MuiBox-root css-1cdsbvc"><a href="/a/2026/9/22/schwabs-surprise-unveiling-of-anthropic-deal-at-future-proof-shows-it-has-an-ai-ace-up-its-sleeve-but-it-may-take-five-years-or-more-to-catch-up-with-altruist-if-at-all-say-two-analysts"><div class="MuiBox-root css-1pocctc"><div class="ribboned-image_ribbonWrapper__bAe7U"><img alt="Jason Wenk: [Arca can] do things with Altruist that aren't possible anywhere else." width="500" height="500" decoding="async" data-nimg="1" class="snippets_snippetImageContainer__hGFqC image-fade" style="color:transparent;width:100%;height:100%;object-fit:cover" sizes="(max-width: 600px) 90vw, 250px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=640&q=90 640w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=750&q=90 750w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=828&q=90 828w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1080&q=90 1080w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1200&q=90 1200w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1920&q=90 1920w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=2048&q=90 2048w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=90 3840w" src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F07936dea-09cd-4a33-b3bd-83be126e7ed3%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=90"/></div></div></a><div class="MuiBox-root css-wxr3l5"><figcaption class="css-us19wc">Jason Wenk: [Arca can] do things with Altruist that aren'
29t possible anywhere else.</figcaption></div><div class="MuiBox-root css-b2sijd"></div></div></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-12 MuiGrid-grid-sm-9 MuiGrid-grid-md-8 css-9ixkkb"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-column MuiGrid-spacing-xs-2 css-1xm9xoz"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-column MuiGrid-spacing-xs-1 css-1ha2s0f"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><h3 class="MuiTypography-root MuiTypography-h3 MuiTypography-gutterBottom css-1l25ptq"><a style="text-decoration:none;color:inherit" href="/a/2026/9/22/schwabs-surprise-unveiling-of-anthropic-deal-at-future-proof-shows-it-has-an-ai-ace-up-its-sleeve-but-it-may-take-five-years-or-more-to-catch-up-with-altruist-if-at-all-say-two-analysts"><span class="css-1ss1jax">Schwab's surprise unveiling of Anthropic deal at Future Proof shows it has an AI ace up its sleeve, but it may take five years or more to catch up with Altruist, if at all, say two analysts</span></a></h3></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><p class="MuiTypography-root MuiTypography-body1 css-10gp3us"><span>RIAs are caught in the middle over data concerns, as the $6-trillion RIA custody giant blindsides the soon-to-be Vanguard-owned AI custodian.</span></p></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="MuiBox-root css-1lekzkb"><p class="MuiTypography-root MuiTypography-body2 css-11dwuk"><span class="css-1467pq2"><span class="my-2">By<!-- --> <a href="/author/oisin-breen/page/1">OisÃn Breen</a> </span> <span class="pt-2 font-medium">September 22, 2026</span></span></p></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="articleSnippetBodyWrapper"><blockquote><p><strong>Brooke's Note: Has Schwab already been disrupted in RIA custody? We're asking as Altruist unveils advances and Vanguard turns the startup into a giant. But more interestingly, super tech-savvy $1 billion-AUM-plus RIAs are starting to join Altruist. The counter-narrative is that Altruist has about as ...</strong></p></blockquote></div></div></div></div></div></div></div></article><hr class="MuiDivider-root MuiDivider-fullWidth css-12simgm" color="#dcdcdc"/></div><div class="MuiBox-root css-0"><div class="MuiBox-root css-12h460e"><div class="MuiBox-root css-oiior1"><div class="MuiBox-root css-sgyp2g"><div class="MuiBox-root css-rdmq1i" aria-hidden="true"><svg role="img" aria-labelledby="expert-voice-art-title" viewBox="0 0 1200 300" preserveAspectRatio="xMaxYMid slice" xmlns="http://www.w3.org/2000/svg" style="display:block;width:100%;aspect-ratio:1200 / 300"><title id="expert-voice-art-title">A named expert, lit and facing forward, seated behind a table with a name placard</title><defs><radialGradient id="expertVignette" gradientUnits="userSpaceOnUse" cx="600" cy="120" r="660"><stop offset="0%" stop-color="#2f7fc4"></stop><stop offset="42%" stop-color="#1a5c96"></stop><stop offset="78%" stop-color="#0e3c66"></stop><stop offset="100%" stop-color="#06223c"></stop></radialGradient><linearGradient id="expertTable" gradientUnits="userSpaceOnUse" x1="0" y1="246" x2="0" y2="300"><stop offset="0%" stop-color="#0d3a61"></stop><stop offset="100%" stop-color="#061c31"></stop></linearGradient><linearGradient id="expertFigure" gradientUnits="userSpaceOnUse" x1="600" y1="34" x2="600" y2="290"><stop offset="0%" stop-color="#0b3f6e"></stop><stop offset="100%" stop-color="#062c4e"></stop></linearGradient><linearGradient id="expertRim" gradientUnits="userSpaceOnUse" x1="486" y1="190" x2="614" y2="40"><stop offset="0%" stop-color="#ffffff" stop-opacity="0"></stop><stop offset="55%" stop-color="#ffffff" stop-opacity="0.55"></stop><stop offset="100%" stop-color="#ffffff" stop-opacity="0"></stop></linearGradient></defs><rect x="0" y="0" width="1200" height="300" fill="url(#expertVignette)"></rect><path aria-hidden="true" d="M600 44 30 c-38 0 -68 30 -68 68 31 0 20 8 38 22 51 32 l-12 17 33 c-82 22 -136 65 -152 104 34 h420 35 c-16 -39 -70 -82 -152 -104 36 l-12 -17 37 c14 -13 22 -31 22 -51 38 0 -38 -30 -68 -68 -68 Z" fill="url(#expertFigure)"></path><ellipse aria-hidden="true" cx="600" cy="112" rx="46" ry="54" fill="#3f92d4"></ellipse><ellipse aria-hidden="true" cx="600" cy="104" rx="34" ry="40" fill="#5cabe8" opacity="0.55"></ellipse><path aria-hidden="true" d="M600 46 c-37 0 -66 29 -66 66 0 16 5 31 14 43" fill="none" stroke="url
38(#expertRim)" stroke-width="2.5" stroke-linecap="round"></path><path aria-hidden="true" d="M0 300 L200 246 L1000 246 L1200 300 Z" fill="url(#expertTable)"></path><path aria-hidden="true" d="M200 246 L1000 246" stroke="#8fc4ee" stroke-opacity="0.55" stroke-width="1.5"></path><g aria-hidden="true"><path d="M512 246 L688 246 L706 286 L494 286 Z" fill="#e8f2fb"></path><path d="M512 246 L688 246 L688 250 L512 250 Z" fill="#ffffff" opacity="0.9"></path><rect x="528" y="258" width="144" height="6" rx="3" fill="#1065ac" opacity="0.55"></rect><rect x="546" y="270" width="108" height="5" rx="2.5" fill="#1065ac" opacity="0.32"></rect></g></svg></div><div class="MuiBox-root css-n0u3wu" aria-hidden="true"></div><div class="MuiBox-root css-1w4vxup"><svg class="MuiSvgIcon-root MuiSvgIcon-fontSizeMedium css-1ce5066" focusable="false" aria-hidden="true" viewBox="0 0 24 24"><circle cx="9" cy="9" r="4"></circle><path d="M9 15c-2.67 0-8 1.34-8 4v2h16v-2c0-2.66-5.33-4-8-4m7.76-9.64-1.68 1.69c.84 1.18.84 2.71 0 3.89l1.68 1.69c2.02-2.02 2.02-5.07 0-7.27M20.07 2l-1.63 1.63c2.77 3.02 2.77 7.56 0 10.74L20.07 16c3.9-3.89 3.91-9.95 0-14"></path></svg><p class="MuiTypography-root MuiTypography-body1 css-k1cieg">On the record</p></div><p class="MuiTypography-root MuiTypography-body1 css-14urzc5">Be an expert voice.</p><a class="MuiButtonBase-root MuiButton-root MuiButton-contained MuiButton-containedPrimary MuiButton-sizeMedium MuiButton-containedSizeMedium MuiButton-colorPrimary MuiButton-disableElevation css-15k16vt" tabindex="0" aria-label="Register as an expert voice for RIABiz" href="/sources"><span class="MuiButton-icon MuiButton-startIcon MuiButton-iconSizeMedium css-1ygddt1"><svg class="MuiSvgIcon-root MuiSvgIcon-fontSizeMedium css-jtfgbr" focusable="false" aria-hidden="true" viewBox="0 0 24 24"><circle cx="9" cy="9" r="4"></circle><path d="M9 15c-2.67 0-8 1.34-8 4v2h16v-2c0-2.66-5.33-4-8-4m7.76-9.64-1.68 1.69c.84 1.18.84 2.71 0 3.89l1.68 1.69c2.02-2.02 2.02-5.07 0-7.27M20.07 2l-1.63 1.63c2.77 3.02 2.77 7.56 0 10.74L20.07 16c3.9-3.89 3.91-9.95 0-14"></path></svg></span>Become an expert voice</a></div><div class="MuiBox-root css-sgyp2g"><div class="MuiBox-root css-rdmq1i" aria-hidden="true"><svg role="img" aria-labelledby="hooded-figure-art-title" viewBox="0 0 1200 300" preserveAspectRatio="xMaxYMid slice" xmlns="http://www.w3.org/2000/svg" style="display:block;width:100%;aspect-ratio:1200 / 300"><title id="hooded-figure-art-title">An anonymous figure in a hood, seated in shadow behind a table</title><style> 39 @keyframes tipsHoodedFigureBreathe { 40 0%, 100% { opacity: 0.75; } 41 50% { opacity: 1; } 42 } 43 @media (prefers-reduced-motion: no-preference) { 44 .tipsHoodedFigureGlow { 45 animation: tipsHoodedFigureBreathe 7s ease-in-out infinite; 46 } 47 } 48 </style><defs><radialGradient id="tipsFigureVignette" gradientUnits="userSpaceOnUse" cx="600" cy="88" r="640"><stop offset="0%" stop-color="#24344a"></stop><stop offset="38%" stop-color="#111a25"></stop><stop offset="72%" stop-color="#080d14"></stop><stop offset="100%" stop-color="#04070b"></stop></radialGradient><linearGradient id="tipsFigureTable" gradientUnits="userSpaceOnUse" x1="0" y1="246" x2="0" y2="300"><stop offset="0%" stop-color="#33404f"></stop><stop offset="100%" stop-color="#0e131a"></stop></linearGradient><linearGradient id="tipsFigureRim" gradientUnits="userSpaceOnUse" x1="486" y1="190" x2="614" y2="40"><stop offset="0%" stop-color="#ffffff" stop-opacity="0"></stop><stop offset="55%" stop-color="#dce9f7" stop-opacity="0.42"></stop><stop offset="100%" stop-color="#ffffff" stop-opacity="0"></stop></linearGradient><linearGradient id="tipsFigureLightCone" gradientUnits="userSpaceOnUse" x1="0" y1="0" x2="0" y2="270"><stop offset="0%" stop-color="#9fc4e8" stop-opacity="0.16"></stop><stop offset="100%" stop-color="#9fc4e8" stop-opacity="0"></stop></linearGradient></defs><rect x="0" y="0" width="1200" height="300" fill="url(#tipsFigureVignette)"></rect>
48<polygon aria-hidden="true" class="tipsHoodedFigureGlow" points="545,0 655,0 800,270 400,270" fill="url(#tipsFigureLightCone)"></polygon><path aria-hidden="true" d="M600 34 49 c-44 0 -80 36 -80 80 50 0 20 8 39 20 53 51 l-14 19 52 c-82 22 -136 65 -152 104 53 h452 54 c-16 -39 -70 -82 -152 -104 55 l-14 -19 56 c12 -14 20 -33 20 -53 57 0 -44 -36 -80 -80 -80 Z" fill="#04070c"></path><ellipse aria-hidden="true" cx="600" cy="126" rx="38" ry="45" fill="#010204"></ellipse><path aria-hidden="true" d="M600 36 c-43 0 -78 35 -78 78 0 17 5 33 14 46" fill="none" stroke="url(#tipsFigureRim)" stroke-width="2.5" stroke-linecap="round"></path><path aria-hidden="true" d="M0 300 L200 246 L1000 246 L1200 300 Z" fill="url(#tipsFigureTable)"></path><path aria-hidden="true" d="M200 246 L1000 246" stroke="#5b6d84" stroke-opacity="0.5" stroke-width="1.5"></path><ellipse aria-hidden="true" cx="600" cy="244" rx="56" ry="12" fill="#0a1018"></ellipse></svg></div><div class="MuiBox-root css-4l49a3" aria-hidden="true"></div><div class="MuiBox-root css-1w4vxup"><svg class="MuiSvgIcon-root MuiSvgIcon-fontSizeMedium css-1ce5066" focusable="false" aria-hidden="true" viewBox="0 0 24 24"><path d="M18 8h-1V6c0-2.76-2.24-5-5-5S7 3.24 7 6v2H6c-1.1 0-2 .9-2 2v10c0 1.1.9 2 2 2h12c1.1 0 2-.9 2-2V10c0-1.1-.9-2-2-2M9 6c0-1.66 1.34-3 3-3s3 1.34 3 3v2H9zm9 14H6V10h12zm-6-3c1.1 0 2-.9 2-2s-.9-2-2-2-2 .9-2 2 .9 2 2 2"></path></svg><p class="MuiTypography-root MuiTypography-body1 css-k1cieg">Anonymous</p></div><p class="MuiTypography-root MuiTypography-body1 css-14urzc5">Or tell us without your name.</p><a class="MuiButtonBase-root MuiButton-root MuiButton-contained MuiButton-containedPrimary MuiButton-sizeMedium MuiButton-containedSizeMedium MuiButton-colorPrimary MuiButton-disableElevation css-1yqbwde" tabindex="0" aria-label="Send RIABiz an anonymous tip" href="/tips"><span class="MuiButton-icon MuiButton-startIcon MuiButton-iconSizeMedium css-1ygddt1"><svg class="MuiSvgIcon-root MuiSvgIcon-fontSizeMedium css-jtfgbr" focusable="false" aria-hidden="true" viewBox="0 0 24 24"><path d="M18 8h-1V6c0-2.76-2.24-5-5-5S7 3.24 7 6v2H6c-1.1 0-2 .9-2 2v10c0 1.1.9 2 2 2h12c1.1 0 2-.9 2-2V10c0-1.1-.9-2-2-2M9 6c0-1.66 1.34-3 3-3s3 1.34 3 3v2H9zm9 14H6V10h12zm-6-3c1.1 0 2-.9 2-2s-.9-2-2-2-2 .9-2 2 .9 2 2 2"></path></svg></span>Send an anonymous tip</a></div></div></div></div><div><div class="MuiBox-root css-15y3c6g"><article><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-spacing-xs-4 css-199nrdm"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-12 MuiGrid-grid-sm-4 MuiGrid-grid-md-4 css-11m7a6c"><div class="MuiBox-root css-1cdsbvc"><a href="/a/2026/9/18/ritik-malhotra-sells-not-for-sale-savvy-stake-for-100-million-after-utah-jazz-owner-showed-up-big-for-his-lpl-disruption-by-ai-play-and-mark-casady-re-upped-at-the-new-price-as-well"><div class="MuiBox-root css-1pocctc"><div class="ribboned-image_ribbonWrapper__bAe7U"><img alt="Ritik Malhotra: We're up 4-x this past year to $9 billion in assets under management, with another $5 billion in recruited assets on the way." loading="lazy" width="500" height="500" decoding="async" data-nimg="1" class="snippets_snippetImageContainer__hGFqC image-fade" style="color:transparent;width:100%;height:100%;object-fit:cover" sizes="(max-width: 600px) 90vw, 250px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2Fe163e324-21a7-4096-a068-226eebe1d4a4%2F-%2Fcrop%2F580x580%2F3%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=640&q=90 640w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fe163e324-21a7-4096-a068-226eebe1d4a4%2F-%2Fcrop%2F580x580%2F3%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=750&q=90 750w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fe163e324-21a7-4096-a068-226eebe1d4a4%2F-%2Fcrop%2F580x580%2F3%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=828&q=90 828w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fe163e324-21a7-4096-a068-226eebe1d4a4%2F-%2Fcrop%2F580x580%2F3%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1080&q=90 1080w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fe163e324-21a7-4096-a068-226eebe1d4a4%2F-%2Fcrop%2F580x580%2F3%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1200&q=90 1200w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fe163e324-21a7-4096-a068-226eebe1d4a4%2F-%2Fcrop%2F580x580%2F3%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1920&q=90 1920w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fe163e324-21a7-4096-a068-226eebe1d4a4%2F-%2Fcrop%2F580x580%2F3%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=2048&q=90 2048w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fe163e324-21a7-4096-a068-226eebe1d4a4%2F-%2Fcrop%2F580x580%2F3%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=90 3840w" src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2Fe163e324-21a7-4096-a068-226eebe1d4a4%2F-%2Fcrop%2F580x580%2F3%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=90"/></div></div></a><div class="MuiBox-root css-wxr3l5"><figcaption class="css-us19wc">Ritik Malhotra: We're up 4-x this past year to $9 billion in assets under management, with another $5 billion in recruited assets on the way.</figcaption></div><div class="MuiBox-root css-b2sijd"></div></div></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-12 MuiGrid-grid-sm-9 MuiGrid-grid-md-8 css-9ixkkb"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-column MuiGrid-spacing-xs-2 css-1xm9xoz"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-column MuiGrid-spacing-xs-1 css-1ha2s0f"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><h3 class="MuiTypography-root MuiTypography-h3 MuiTypography-gutterBottom css-1l25ptq"><a style="text-decoration:none;color:inherit" href="/a/2026/9/18/ritik-malhotra-sells-not-for-sale-savvy-stake-for-100-million-after-utah-jazz
57-owner-showed-up-big-for-his-lpl-disruption-by-ai-play-and-mark-casady-re-upped-at-the-new-price-as-well"><span class="css-1ss1jax">Ritik Malhotra sells not-for-sale Savvy stake for $100 million after Utah Jazz owner showed up big for his LPL-disruption-by-AI play -- and Mark Casady re-upped at the new price as well</span></a></h3></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><p class="MuiTypography-root MuiTypography-body1 css-10gp3us"><span>Ryan Smith, Ryan Sweeney and Halo invested at a valuation 560% more than Savvy's B round 15 months ago, enticed by some wins, an artificial intelligence tailwind and the former LPL CEO on speed-dial.</span></p></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="MuiBox-root css-1lekzkb"><p class="MuiTypography-root MuiTypography-body2 css-11dwuk"><span class="css-1467pq2"><span class="my-2">By<!-- --> <a href="/author/brooke-southall/page/1">Brooke Southall</a> </span> <span class="pt-2 font-medium">September 18, 2026</span></span></p></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="articleSnippetBodyWrapper"><blockquote><p><strong>Brooke's Note: We've written much about Altruist of late because it seems to be the one sharp pebble in the Schwab RIA custody shoe. But maybe Altruist is the exception that proves the rule: Behemoths win in the end. This article about Savvy Wealth reminds ...</strong></p></blockquote></div></div></div></div></div></div></div></article><hr class="MuiDivider-root MuiDivider-fullWidth css-12simgm" color="#dcdcdc"/></div><div class="MuiBox-root css-0"></div></div><div><div class="MuiBox-root css-15y3c6g"><article><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-spacing-xs-4 css-199nrdm"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-12 MuiGrid-grid-sm-4 MuiGrid-grid-md-4 css-11m7a6c"><div class="MuiBox-root css-1cdsbvc"><a href="/a/2026/9/17/no-rush-peter-mallouk-is-doing-wild-gap-deals-as-he-rides-out-ria-sellers-market-and-his-creative-planning-keeps-billions-of-purchasing-power-locked-and-loaded-for-perfect-moment"><div class="MuiBox-root css-1pocctc"><div class="ribboned-image_ribbonWrapper__bAe7U"><img alt="Peter Mallouk (photo credit Nate Ryan): We are in no rush." loading="lazy" width="500" height="500" decoding="async" data-nimg="1" class="snippets_snippetImageContainer__hGFqC image-fade" style="color:transparent;width:100%;height:100%;object-fit:cover" sizes="(max-width: 600px) 90vw, 250px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F72ebbf28-7beb-46cb-9dac-45d42ffa7cc1%2F-%2Fcrop%2F442x442%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=640&q=90 640w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F72ebbf28-7beb-46cb-9dac-45d42ffa7cc1%2F-%2Fcrop%2F442x442%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=750&q=90 750w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F72ebbf28-7beb-46cb-9dac-45d42ffa7cc1%2F-%2Fcrop%2F442x442%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=828&q=90 828w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F72ebbf28-7beb-46cb-9dac-45d42ffa7cc1%2F-%2Fcrop%2F442x442%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1080&q=90 1080w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F72ebbf28-7beb-46cb-9dac-45d42ffa7cc1%2F-%2Fcrop%2F442x442%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1200&q=90 1200w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F72ebbf28-7beb-46cb-9dac-45d42ffa7cc1%2F-%2Fcrop%2F442x442%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1920&q=90 1920w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F72ebbf28-7beb-46cb-9dac-45d42ffa7cc1%2F-%2Fcrop%2F442x442%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=2048&q=90 2048w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F72ebbf28-7beb-46cb-9dac-45d42ffa7cc1%2F-%2Fcrop%2F442x442%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=90 3840w" src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F72ebbf28-7beb-46cb-9dac-45d42ffa7cc1%2F-%2Fcrop%2F442x442%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=90"/></div></div></a><div class="MuiBox-root css-wxr3l5"><figcaption class="css-us19wc">Peter Mallouk (photo credit Nate Ryan): We are in no rush.</figcaption></div><div class="MuiBox-root css-b2sijd"></div></div></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-12 MuiGrid-grid-sm-9 MuiGrid-grid-md-8 css-9ixkkb"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-column MuiGrid-spacing-xs-2 css-1xm9xoz"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-column MuiGrid-spacing-xs-1 css-1ha2s0f"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><h3 class="MuiTypography-root MuiTypography-h3 MuiTypography-gutterBottom css-1l25ptq"><a style="text-decoration:none;color:inherit" href="/a/2026/9/17/no-rush-peter-mallouk-is-doing-wild-gap-deals-as-he-rides-out-ria-sellers-market-and-his-creative-planning-keeps-billions-of-purchasing-power-locked-and-loaded-for-perfect-moment"><span class="css-1ss1jax">'No rush' Peter Mallouk is doing wild 'gap' deals as he rides out RIA seller's market and his Creative Planning keeps 'billions' of purchasing power 'locked-and-loaded' for 'perfect' moment</span></a></h3></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><p class="MuiTypography-root MuiTypography-body1 css-10gp3us"><span>The $780-billion RIA owner says eye-popping side deals like $4.3-trillion RVK add to the core 'Creative Planning' strategy -- without killing the M&A war chest -- even if they are technically outside of the core wealth management M&A vision</span></p></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="MuiBox-root css-1lekzkb"><p class="MuiTypography-root MuiTypography-body2 css-11dwuk"><span class="css-1467pq2"><span class="my-2">By<!-- --> <a href="/author/brooke-southall/page/1">Brooke Southall</a> </span> <span class="pt-2 font-medium">September 17, 2026</span></span></p></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="articleSnippetBodyWrapper"><blockquote><p><strong>Brooke's Note: I figure I have a constructively one-track RIA mind. So when I saw that Peter Mallouk w
57as using perfectly good RIA capital to buy $4.3 trillion of low, low-margin, barely-an-RIA business in RVK, I had questions. I knew from hearing Mallouk's Laguna Beach ...</strong></p></blockquote></div></div></div></div></div></div></div></article><hr class="MuiDivider-root MuiDivider-fullWidth css-12simgm" color="#dcdcdc"/></div><div class="MuiBox-root css-0"></div></div><div><div class="MuiBox-root css-15y3c6g"><article><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-spacing-xs-4 css-199nrdm"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-12 MuiGrid-grid-sm-4 MuiGrid-grid-md-4 css-11m7a6c"><div class="MuiBox-root css-1cdsbvc"><a href="/a/2026/9/16/david-fortunato-makes-his-third-pivot-after-cash-management-cross-selling-fails-to-yield-ample-robo-investors-a-bolt-on-discount-brokerage-will-join-its-digital-home-lending-unit-in-a-true-silicon-valley-mashup"><div class="MuiBox-root css-1pocctc"><div class="ribboned-image_ribbonWrapper__bAe7U"><img alt="David Fortunato: Our 2023 and 2024 annual cohorts have lagged behind." loading="lazy" width="500" height="500" decoding="async" data-nimg="1" class="snippets_snippetImageContainer__hGFqC image-fade" style="color:transparent;width:100%;height:100%;object-fit:cover" sizes="(max-width: 600px) 90vw, 250px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F3c760cdf-1109-40ca-93bc-bf119790012b%2F-%2Fcrop%2F318x318%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=640&q=90 640w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F3c760cdf-1109-40ca-93bc-bf119790012b%2F-%2Fcrop%2F318x318%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=750&q=90 750w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F3c760cdf-1109-40ca-93bc-bf119790012b%2F-%2Fcrop%2F318x318%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=828&q=90 828w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F3c760cdf-1109-40ca-93bc-bf119790012b%2F-%2Fcrop%2F318x318%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1080&q=90 1080w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F3c760cdf-1109-40ca-93bc-bf119790012b%2F-%2Fcrop%2F318x318%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1200&q=90 1200w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F3c760cdf-1109-40ca-93bc-bf119790012b%2F-%2Fcrop%2F318x318%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1920&q=90 1920w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F3c760cdf-1109-40ca-93bc-bf119790012b%2F-%2Fcrop%2F318x318%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=2048&q=90 2048w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F3c760cdf-1109-40ca-93bc-bf119790012b%2F-%2Fcrop%2F318x318%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=90 3840w" src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F3c760cdf-1109-40ca-93bc-bf119790012b%2F-%2Fcrop%2F318x318%2F2%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=90"/></div></div></a><div class="MuiBox-root css-wxr3l5"><figcaption class="css-us19wc">David Fortunato: Our 2023 and 2024 annual cohorts have lagged behind.</figcaption></div><div class="MuiBox-root css-b2sijd"></div></div></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-12 MuiGrid-grid-sm-9 MuiGrid-grid-md-8 css-9ixkkb"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-column MuiGrid-spacing-xs-2 css-1xm9xoz"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-column MuiGrid-spacing-xs-1 css-1ha2s0f"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><h3 class="MuiTypography-root MuiTypography-h3 MuiTypography-gutterBottom css-1l25ptq"><a style="text-decoration:none;color:inherit" href="/a/2026/9/16/david-fortunato-makes-his-third-pivot-after-cash-management-cross-selling-fails-to-yield-ample-robo-investors-a-bolt-on-discount-brokerage-will-join-its-digital-home-lending-unit-in-a-true-silicon-valley-mas
57hup"><span class="css-1ss1jax">David Fortunato makes his third pivot after cash management cross-selling fails to yield ample robo investors -- a bolt-on discount brokerage will join its digital home-lending unit in a true Silicon Valley mashup</span></a></h3></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><p class="MuiTypography-root MuiTypography-body1 css-10gp3us"><span>The Wealthfront CEO turns Q2 earnings into a confessional, volunteering how the robo-advisor misjudged its cohort's investing habits and risk tolerance.</span></p></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="MuiBox-root css-1lekzkb"><p class="MuiTypography-root MuiTypography-body2 css-11dwuk"><span class="css-1467pq2"><span class="my-2">By<!-- --> <a href="/author/oisin-breen/page/1">OisÃn Breen</a> </span> <span class="pt-2 font-medium">September 16, 2026</span></span></p></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="articleSnippetBodyWrapper"><p>When your business model sputters a bit .... pivot. </p></div></div></div></div></div></div></div></article><hr class="MuiDivider-root MuiDivider-fullWidth css-12simgm" color="#dcdcdc"/></div><div class="MuiBox-root css-0"><div style="min-height:240px"></div></div></div><div><div class="MuiBox-root css-15y3c6g"><article><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-spacing-xs-4 css-199nrdm"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-12 MuiGrid-grid-sm-4 MuiGrid-grid-md-4 css-11m7a6c"><div class="MuiBox-root css-1cdsbvc"><a href="/a/2026/9/15/schwab-scores-exclusive-for-now-contract-with-anthropic-and-takes-ai-drivers-seat-in-ria-custody-analyst-says-though-others-counter-that-its-generic-and-late-coming"><div class="MuiBox-root css-1pocctc"><div class="ribboned-image_ribbonWrapper__bAe7U"><img alt="Joel Bruckenstein: Schwab is in the driver's seat now." loading="lazy" width="500" height="500" decoding="async" data-nimg="1" class="snippets_snippetImageContainer__hGFqC image-fade" style="color:transparent;width:100%;height:100%;object-fit:cover" sizes="(max-width: 600px) 90vw, 250px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F08678c11-4915-4d3d-9756-ef344714d2b3%2F-%2Fcrop%2F317x317%2F30%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=640&q=90 640w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F08678c11-4915-4d3d-9756-ef344714d2b3%2F-%2Fcrop%2F317x317%2F30%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=750&q=90 750w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F08678c11-4915-4d3d-9756-ef344714d2b3%2F-%2Fcrop%2F317x317%2F30%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=828&q=90 828w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F08678c11-4915-4d3d-9756-ef344714d2b3%2F-%2Fcrop%2F317x317%2F30%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1080&q=90 1080w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F08678c11-4915-4d3d-9756-ef344714d2b3%2F-%2Fcrop%2F317x317%2F30%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1200&q=90 1200w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F08678c11-4915-4d3d-9756-ef344714d2b3%2F-%2Fcrop%2F317x317%2F30%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=1920&q=90 1920w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F08678c11-4915-4d3d-9756-ef344714d2b3%2F-%2Fcrop%2F317x317%2F30%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=2048&q=90 2048w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F08678c11-4915-4d3d-9756-ef344714d2b3%2F-%2Fcrop%2F317x317%2F30%2
57C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=90 3840w" src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F08678c11-4915-4d3d-9756-ef344714d2b3%2F-%2Fcrop%2F317x317%2F30%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F500x500%2F-%2Fquality%2Fsmart_retina%2F-%2Fsharp%2F-%2Fprogressive%2Fyes%2F&w=3840&q=90"/></div></div></a><div class="MuiBox-root css-wxr3l5"><figcaption class="css-us19wc">Joel Bruckenstein: Schwab is in the driver's seat now.</figcaption></div><div class="MuiBox-root css-b2sijd"></div></div></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-12 MuiGrid-grid-sm-9 MuiGrid-grid-md-8 css-9ixkkb"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-column MuiGrid-spacing-xs-2 css-1xm9xoz"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-column MuiGrid-spacing-xs-1 css-1ha2s0f"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><h3 class="MuiTypography-root MuiTypography-h3 MuiTypography-gutterBottom css-1l25ptq"><a style="text-decoration:none;color:inherit" href="/a/2026/9/15/schwab-scores-exclusive-for-now-contract-with-anthropic-and-takes-ai-drivers-seat-in-ria-custody-analyst-says-though-others-counter-that-its-generic-and-late-coming"><span class="css-1ss1jax">Schwab scores exclusive (for now) contract with Anthropic and takes AI 'driver's seat' in RIA custody, analyst says, though others counter that it's generic and late-coming</span></a></h3></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><p class="MuiTypography-root MuiTypography-body1 css-10gp3us"><span>The Westlake, Texas, broker/custodian is 'the gorilla' with 'first crack' at new AI system, and will have the category-killing, API-supreme-equivalent that RIAs will be compelled to adopt -- or else, says Joel Bruckenstein.</span></p></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="MuiBox-root css-1lekzkb"><p class="MuiTypography-root MuiTypography-body2 css-11dwuk"><span class="css-1467pq2"><span class="my-2">By<!-- --> <a href="/author/brooke-southall/page/1">Brooke Southall</a> </span> <span class="pt-2 font-medium">September 15, 2026</span></span></p></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1fzf7xv"><div class="articleSnippetBodyWrapper"><p>Schwab Advisor Services is now first â and exclusive among RIA custodians â to use Claude for Financial Advisors.</p></div></div></div></div></div></div></div></article><hr class="MuiDivider-root MuiDivider-fullWidth css-12simgm" color="#dcdcdc"/></div><div class="MuiBox-root css-0"></div></div></div></div><section><div><h2 class="MuiTypography-root MuiTypography-h3 MuiTypography-alignLeft css-1he4ctl" style="--Typography-textAlign:left">More Recent Stories:</h2><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-spacing-xs-2 css-1klpoq2"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-6 MuiGrid-grid-sm-12 css-q5puk8"><div class="MuiGrid-root MuiGrid-direction-xs-row css-1n5khr6"><div class="css-1k65wnp"><a href="/a/2026/9/12/marty-bicknell-commits-175-million-to-install-700-ai-bots-to-revolutionize-ria-automation-the-gamble-isnt-ai-but-whether-advisors-clients-staff-and-leadership-will-embrace-the-change-analyst-says" class="css-1qpx44x"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row css-1uzmm5z"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-auto css-7a8700"><div style="position:relative;width:60px;height:60px;flex-shrink:0"><img alt="" loading="lazy" decoding="async" data-nimg="fill" style="position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;object-fit:contain;color:transparent" sizes="60px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F9dc815e7-4b69-4af8-a379-6b3cee
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3840w" src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F9dc815e7-4b69-4af8-a379-6b3ceec68625%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75"/></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1itevy2"><h6 class="MuiTypography-root MuiTypography-h6 css-3wouzt">Marty Bicknell commits $175 million to install 700 'AI' bots to revolutionize RIA automation; the gamble isn't AI but whether advisors, clients, staff and leadership will embrace the change, analyst says</h6></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-1 css-1qyq0a8"><svg class="MuiSvgIcon-root MuiSvgIcon-fontSizeMedium css-q7mezt" focusable="false" color="rgb(171, 36, 48)" aria-hidden="true" viewBox="0 0 24 24" display="block"><path d="M6.23 20.23 8 22l10-10L8 2 6.23 3.77 14.46 12z"></path></svg></div></div></a></div></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-6 MuiGrid-grid-sm-12 css-q5puk8"><div class="MuiGrid-root MuiGrid-direction-xs-row css-1n5khr6"><div class="css-1k65wnp"><a href="/a/2026/9/11/amid-a-flood-of-warnings-about-dangers-of-rogue-ai-hamachi-steps-in-with-newly-patented-system-to-protect-sensitive-ria-client-data-from-ai-breaches" class="css-1qpx44x"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row css-1uzmm5z"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-auto css-7a8700"><div style="position:relative;width:60px;height:60px;flex-shrink:0"><img alt="" loading="lazy" decoding="async" data-nimg="fill" style="position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;object-fit:contain;color:transparent" sizes="60px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F50a18ab7-2214-47bb-bf27-80eba6f4f583%2F-%2Fcrop%2F691x690%2F0%2C1%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=32&q=75 32w, 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sensitive RIA client data from AI breaches</h6></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-1 css-1qyq0a8"><svg class="MuiSvgIcon-root MuiSvgIcon-fontSizeMedium css-q7mezt" focusable="false" color="rgb(171, 36, 48)" aria-hidden="true" viewBox="0 0 24 24" display="block"><path d="M6.23 20.23 8 22l10-10L8 2 6.23 3.77 14.46 12z"></path></svg></div></div></a></div></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-6 MuiGrid-grid-sm-12 css-q5puk8"><div class="MuiGrid-root MuiGrid-direction-xs-row css-1n5khr6"><div class="css-1k65wnp"><a href="/a/2026/9/10/bain-capital-mostly-funds-envestnet-buy-of-vestmark-to-surpass-10-trillion-and-define-adaptive-modularity-strategy-leaving-orion-a-clear-ria-lane" class="css-1qpx44x"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row css-1uzmm5z"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-auto css-7a8700"><div style="position:relative;width:60px;height:60px;flex-shrink:0"><img alt="" loading="lazy" decoding="async" data-nimg="fill" style="position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;object-fit:contain;color:transparent" sizes="60px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F60a1a779-c39e-41ad-b650-1dea0640e0b6%2F-%2Fcrop%2F425x425%2F9%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=32&q=75 32w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F60a1a779-c39e-41ad-b650-1dea0640e0b6%2F-%2Fcrop%2F425x425%2F9%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=48&q=75 48w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F60a1a779-c39e-41ad-b650-1dea0640e0b6%2F-%2Fcrop%2F425x425%2F9%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=64&q=75 64w, 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src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F60a1a779-c39e-41ad-b650-1dea0640e0b6%2F-%2Fcrop%2F425x425%2F9%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75"/></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1itevy2"><h6 class="MuiTypography-root MuiTypography-h6 css-3wouzt">Bain Capital (mostly) funds Envestnet buy of Vestmark to surpass $10 trillion and define 'adaptive modularity' strategy, leaving Orion a clear RIA lane</h6></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-1 css-1qyq0a8"><svg class="MuiSvgIcon-root MuiSvgIcon-fontSizeMedium css-q7mezt" focusable="false" color="rgb(171, 36, 48)" aria-hidden="true" viewBox="0 0 24 24" display="block"><path d="M6.23 20.23 8 22l10-10L8 2 6.23 3.77 14.46 12z"></path></svg></div></div></a></div></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-6 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class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1itevy2"><h6 class="MuiTypography-root MuiTypography-h6 css-3wouzt">SEC seeks to rescind 2010 'pay-to-play' rule, paving the way for investment advisors to again bid for public pension contracts while making political donations to officials with influence over pension awards</h6></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-1 css-1qyq0a8"><svg class="MuiSvgIcon-root MuiSvgIcon-fontSizeMedium css-q7mezt" focusable="false" color="rgb(171, 36, 48)" aria-hidden="true" viewBox="0 0 24 24" display="block"><path d="M6.23 20.23 8 22l10-10L8 2 6.23 3.77 14.46 12z"></path></svg></div></div></a></div></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-6 MuiGrid-grid-sm-12 css-q5puk8"><div class="MuiGrid-root MuiGrid-direction-xs-row css-1n5khr6"><div class="css-1k65wnp"><a href="/a/2026/9/3/ceo-jason-wenk-says-altruists-ai-hazel-is-ready-for-its-second-act-a-financial-planning-service-that-will-blow-away-the-market-with-one-big-caveat-advisors-must-be-ready-to-provide-pdfs-if-rivals-refuse-api-access" class="css-1qpx44x"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row css-1uzmm5z"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-auto css-7a8700"><div style="position:relative;width:60px;height:60px;flex-shrink:0"><img alt="" loading="lazy" decoding="async" data-nimg="fill" style="position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;object-fit:contain;color:transparent" sizes="60px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F5ba48c1c-b265-4cee-9807-ef5b735a14dc%2F-%2Fcrop%2F285x284%2F913%2C19%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x12
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src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F5ba48c1c-b265-4cee-9807-ef5b735a14dc%2F-%2Fcrop%2F285x284%2F913%2C19%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75"/></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1itevy2"><h6 class="MuiTypography-root MuiTypography-h6 css-3wouzt">CEO Jason Wenk says Altruist's AI 'Hazel' is ready for its second act, a financial planning service that will blow away the market with one big caveat -- advisors must be ready to provide PDFs, if rivals refuse API access</h6></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-1 css-1qyq0a8"><svg class="MuiSvgIcon-root MuiSvgIcon-fontSizeMedium css-q7mezt" focusable="false" color="rgb(171, 36, 48)" aria-hidden="true" viewBox="0 0 24 24" display="block"><path d="M6.23 20.23 8 22l10-10L8 2 6.23 3.77 14.46 12z"></path></svg></div></div></a></div></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-6 MuiGrid-grid-sm-12 css-q5puk8"><div class="MuiGrid-root MuiGrid-direction-xs-row css-1n5khr6"><div class="css-1k65wnp"><a href="/a/2026/9/2/after-fidelity-shutdown-its-password-sharing-business-model-last-year-ponteras-new-tack-is-a-non-discretionary-service-while-it-waits-out-a-cfpb-decision-on-bank-data-sharing-fees-and-offers-apis-to-all-comers" class="css-1qpx44x"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row css-1uzmm5z"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-auto css-7a8700"><div style="position:relative;width:60px;height:60px;flex-shrink:0"><img alt="" loading="lazy" decoding="async" data-nimg="fill" style="position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;object-fit:contain;color:transparent" sizes="60px" 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class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1itevy2"><h6 class="MuiTypography-root MuiTypography-h6 css-3wouzt">After Fidelity shutdown its password-sharing business model last year, Pontera's new tack is a 'non-discretionary service' while it waits out a CFPB decision on bank data-sharing fees and offers APIs to all comers</h6></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-1 css-1qyq0a8"><svg class="MuiSvgIcon-root MuiSvgIcon-fontSizeMedium css-q7mezt" focusable="false" color="rgb(171, 36, 48)" aria-hidden="true" viewBox="0 0 24 24" display="block"><path d="M6.23 20.23 8 22l10-10L8 2 6.23 3.77 14.46 12z"></path></svg></div></div></a></div></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-6 MuiGrid-grid-sm-12 css-q5puk8"><div class="MuiGrid-root MuiGrid-direction-xs-row css-1n5khr6"><div class="css-1k65wnp"><a href="/a/2026/9/1/riabiz-interview-jason-wenk-tells-riabiz-one-big-unnoticed-reason-why-he-sold-to-vanguard-and-the-bogle-ish-scenario-he-envisions-for-his-eventual-departure-decades-hence" class="css-1qpx44x"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row css-1uzmm5z"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-auto css-7a8700"><div style="position:relative;width:60px;height:60px;flex-shrink:0"><img alt="" loading="lazy" decoding="async" data-nimg="fill" style="position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;object-fit:contain;color:transparent" sizes="60px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F8606f683-3e4b-43d7-aebc-cfb393549dd2%2F-%2Fcrop%2F447x447%2F30%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=32&q=75 32w, 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/_next/image?url=https%3A%2F%2Fucarecdn.com%2F8606f683-3e4b-43d7-aebc-cfb393549dd2%2F-%2Fcrop%2F447x447%2F30%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=2048&q=75 2048w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F8606f683-3e4b-43d7-aebc-cfb393549dd2%2F-%2Fcrop%2F447x447%2F30%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75 3840w" src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F8606f683-3e4b-43d7-aebc-cfb393549dd2%2F-%2Fcrop%2F447x447%2F30%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75"/></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1itevy2"><h6 class="MuiTypography-root MuiTypography-h6 css-3wouzt">RIABIZ INTERVIEW: Jason Wenk tells RIABiz one big unnoticed reason why he sold to Vanguard, and the Bogle-ish scenario he envisions for his eventual departure decades hence</h6></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-1 css-1qyq0a8"><svg class="MuiSvgIcon-root MuiSvgIcon-fontSizeMedium css-q7mezt" focusable="false" color="rgb(171, 36, 48)" aria-hidden="true" viewBox="0 0 24 24" display="block"><path d="M6.23 20.23 8 22l10-10L8 2 6.23 3.77 14.46 12z"></path></svg></div></div></a></div></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-6 MuiGrid-grid-sm-12 css-q5puk8"><div class="MuiGrid-root MuiGrid-direction-xs-row css-1n5khr6"><div class="css-1k65wnp"><a href="/a/2026/8/28/vanguard-group-and-altruist-can-win-ria-hearts-no-problem-experts-say-but-the-bro-cultural-c
57hasm-2700-miles-apart-and-two-ways-of-defining-client-first-will-determine-if-they-can-make-the-marriage-work" class="css-1qpx44x"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row css-1uzmm5z"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-auto css-7a8700"><div style="position:relative;width:60px;height:60px;flex-shrink:0"><img alt="" loading="lazy" decoding="async" data-nimg="fill" style="position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;object-fit:contain;color:transparent" sizes="60px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F00e978c4-3aad-4b4e-88ac-1bfa57135de3%2F-%2Fcrop%2F397x397%2F38%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=32&q=75 32w, 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/_next/image?url=https%3A%2F%2Fucarecdn.com%2F00e978c4-3aad-4b4e-88ac-1bfa57135de3%2F-%2Fcrop%2F397x397%2F38%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=2048&q=75 2048w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F00e978c4-3aad-4b4e-88ac-1bfa57135de3%2F-%2Fcrop%2F397x397%2F38%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75 3840w" src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F00e978c4-3aad-4b4e-88ac-1bfa57135de3%2F-%2Fcrop%2F397x397%2F38%2C0%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75"/></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1itevy2"><h6 class="MuiTypography-root MuiTypography-h6 css-3wouzt">Vanguard Group and Altruist can win RIA hearts, no problem, experts say, but the bro-cultural chasm â 2,700 miles apart and two ways of defining 'client-first' â will determine if they can make the marriage work</h6></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-1 css-1qyq0a8"><svg class="MuiSvgIcon-root MuiSvgIcon-fontSizeMedium css-q7mezt" focusable="false" color="rgb(171, 36, 48)" aria-hidden="true" viewBox="0 0 24 24" display="block"><path d="M6.23 20.23 8 22l10-10L8 2 6.23 3.77 14.46 12z"></path></svg></div></div></a></div></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-6 MuiGrid-grid-sm-12 css-q5puk8"><div class="MuiGrid-root MuiGrid-direction-xs-row css-1n5khr6"><div class="css-1k65wnp"><a href="/a/2026/8/27/vanguard-struck-with-altruist-take-out-after-schwab-and-fidelity-zapped-it-with-etf-platform-fees-lightning-bolts-that-clearly-woke-a-sleeping-monster-that-could-redraw-the-compet
57itive-landscape-for-ria-custody-with-massive-vanguard-effect-analysts-say" class="css-1qpx44x"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row css-1uzmm5z"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-auto css-7a8700"><div style="position:relative;width:60px;height:60px;flex-shrink:0"><img alt="" loading="lazy" decoding="async" data-nimg="fill" style="position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;object-fit:contain;color:transparent" sizes="60px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=32&q=75 32w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=48&q=75 48w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=64&q=75 64w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=96&q=75 96w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=128&q=75 128w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=256&q=75 256w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=384&q=75 384w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=640&q=75 640w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=750&q=75 750w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=828&q=75 828w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=1080&q=75 1080w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=1200&q=75 1200w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=1920&q=75 1920w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=2048&q=75 2048w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75 3840w" src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2Fc49faa83-ac02-4e4f-90bc-5b12af1ba948%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75"/></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1itevy2"><h6 class="MuiTypography-root MuiTypography-h6 css-3wouzt">Vanguard struck with Altruist take-out after Schwab (and Fidelity) zapped it with ETF 'platform' fees, lightning bolts that clearly woke a sleeping monster that c
57ould redraw the competitive landscape for RIA custody, with massive 'Vanguard effect,' analysts say</h6></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-1 css-1qyq0a8"><svg class="MuiSvgIcon-root MuiSvgIcon-fontSizeMedium css-q7mezt" focusable="false" color="rgb(171, 36, 48)" aria-hidden="true" viewBox="0 0 24 24" display="block"><path d="M6.23 20.23 8 22l10-10L8 2 6.23 3.77 14.46 12z"></path></svg></div></div></a></div></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-6 MuiGrid-grid-sm-12 css-q5puk8"><div class="MuiGrid-root MuiGrid-direction-xs-row css-1n5khr6"><div class="css-1k65wnp"><a href="/a/2026/8/26/wells-fargo-follows-morgan-stanley-out-the-door-prompting-forbes-and-shook-to-freeze-all-2026-advisor-rankings-amid-fallout-from-6-million-editor-payout" class="css-1qpx44x"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row css-1uzmm5z"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-auto css-7a8700"><div style="position:relative;width:60px;height:60px;flex-shrink:0"><img alt="" loading="lazy" decoding="async" data-nimg="fill" style="position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;object-fit:contain;color:transparent" sizes="60px" srcSet="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=32&q=75 32w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=48&q=75 48w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=64&q=75 64w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=96&q=75 96w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=128&q=75 128w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=256&q=75 256w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=384&q=75 384w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=640&q=75 640w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=750&q=75 750w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=828&q=75 828w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=1080&q=75 1080w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=1200&q=75 1200w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=1920&q=75 1920w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=2048&q=75 2048w, /_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75 3840w" src="/_next/image?url=https%3A%2F%2Fucarecdn.com%2F27d89392-592f-4104-9b29-9f1757b9a6cc%2F-%2Fcrop%2F445x445%2F0%2C46%2F-%2Fpreview%2F-%2Fformat%2Fwebp%2F-%2Fresize%2F120x120%2F-%2Fquality%2Fsmart_retina%2F-%2Fprogressive%2Fyes%2F&w=3840&q=75"/></div></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-grow css-1itevy2"><h6 class="MuiTypography-root MuiTypography-h6 css-3wouzt">Wells Fargo follows Morgan Stanley out the door, prompting Forbes and Shook to freeze all 2026 advisor rankings amid fallout from $6-million editor payout</h6></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row MuiGrid-grid-xs-1 css-1qyq0a8"><svg class="MuiSvgIcon-root MuiSvgIcon-fontSizeMedium css-q7mezt" focusable="false" color="rgb(171, 36, 48)" aria-hidden="true" viewBox="0 0 24 24" display="block"><path d="M6.23 20.23 8 22l10-10L8 2 6.23 3.77 14.46 12z"></path></svg></div></div></a></div></div></div></div><hr class="MuiDivider-root MuiDivider-fullWidth css-dod54w" marginy="1em"/></div></section><section><a href="/all"><h2 class="MuiTypography-root MuiTypography-h2 largeHeading css-1acz4l6">RIABiz Archives <svg class="MuiSvgIcon-root MuiSvgIcon-fontSizeMedium css-q7mezt" focusable="false" aria-hidden="true" viewBox="0 0 24 24">
57<path d="M10 6 8.59 7.41 13.17 12l-4.58 4.59L10 18l6-6z"></path></svg></h2></a><div><div class="desktop MuiBox-root css-wqzr84"><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row css-1f11l0v"><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2026</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2026/9"><a href="/archives/2026/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2026/8"><a href="/archives/2026/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2026/7"><a href="/archives/2026/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2026/6"><a href="/archives/2026/6" 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MuiTypography-subtitle1 css-xmujz1">2025</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2025/12"><a href="/archives/2025/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2025/11"><a href="/archives/2025/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2025/10"><a href="/archives/2025/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2025/9"><a href="/archives/2025/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2025/8"><a href="/archives/2025/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2025/7"><a href="/archives/2025/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2025/6"><a href="/archives/2025/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2025/5"><a href="/archives/2025/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2025/4"><a href="/archives/2025/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2025/3"><a href="/archives/2025/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2025/2"><a href="/archives/2025/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2025/1"><a href="/archives/2025/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2024</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2024/12"><a href="/archives/2024/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2024/11"><a href="/archives/2024/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2024/10"><a href="/archives/2024/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2024/9"><a href="/archives/2024/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2024/8"><a href="/archives/2024/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2024/7"><a href="/archives/2024/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2024/6"><a href="/archives/2024/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2024/5"><a href="/archives/2024/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2024/4"><a href="/archives/2024/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2024/3"><a href="/archives/2024/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2024/2"><a href="/archives/2024/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2024/1"><a href="/archives/2024/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2023</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2023/12"><a href="/archives/2023/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2023/11"><a href="/archives/2023/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2023/10"><a href="/archives/2023/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2023/9"><a href="/archives/2023/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2023/8"><a href="/archives/2023/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2023/7"><a href="/archives/2023/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2023/6"><a href="/archives/2023/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2023/5"><a href="/archives/2023/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2023/4">
57<a href="/archives/2023/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2023/3"><a href="/archives/2023/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2023/2"><a href="/archives/2023/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2023/1"><a href="/archives/2023/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2022</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2022/12"><a href="/archives/2022/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2022/11"><a href="/archives/2022/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2022/10"><a href="/archives/2022/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2022/9"><a href="/archives/2022/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2022/8"><a href="/archives/2022/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2022/7"><a href="/archives/2022/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2022/6"><a href="/archives/2022/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2022/5"><a href="/archives/2022/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2022/4"><a href="/archives/2022/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2022/3"><a href="/archives/2022/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2022/2"><a href="/archives/2022/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2022/1"><a href="/archives/2022/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2021</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2021/12"><a href="/archives/2021/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2021/11"><a href="/archives/2021/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2021/10"><a href="/archives/2021/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2021/9"><a href="/archives/2021/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2021/8"><a href="/archives/2021/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2021/7"><a href="/archives/2021/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2021/6"><a href="/archives/2021/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2021/5"><a href="/archives/2021/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2021/4"><a href="/archives/2021/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2021/3"><a href="/archives/2021/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2021/2"><a href="/archives/2021/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2021/1"><a href="/archives/2021/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2020</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2020/12"><a href="/archives/2020/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2020/11"><a href="/archives/2020/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2020/10"><a href="/archives/2020/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2020/9"><a href="/archives/2020/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2020/8"><a href="/archives/2020/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2020/7"><a href="/archives/2020/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2020/6"><a href="/archives/2020/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2020/5"><a href="/archives/2020/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2020/4"><a href="/archives/2020/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2020/3"><a href="/archives/2020/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2020/2"><a href="/archives/2020/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2020/1"><a href="/archives/2020/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2019</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2019/12"><a href="/archives/2019/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2019/11"><a href="/archives/2019/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2019/10"><a href="/archives/2019/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2019/9"><a href="/archives/2019/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2019/8"><a href="/archives/2019/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2019/7"><a href="/archives/2019/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2019/6"><a href="/archives/2019/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2019/5"><a href="/archives/2019/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2019/4"><a href="/archives/2019/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2019/3"><a href="/archives/2019/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2019/2"><a href="/archives/2019/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2019/1"><a href="/archives/2019/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2018</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2018/12"><a href="/archives/2018/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2018/11"><a href="/archives/2018/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2018/10"><a href="/archives/2018/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2018/9"><a href="/archives/2018/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2018/8"><a href="/archives/2018/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2018/7"><a href="/archives/2018/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2018/6"><a href="/archives/2018/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2018/5"><a href="/archives/2018/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2018/4"><a href="/archives/2018/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2018/3"><a href="/archives/2018/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2018/2"><a href="/archives/2018/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2018/1"><a href="/archives/2018/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2017</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2017/12"><a href="/archives/2017/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2017/11"><a href="/archives/2017/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2017/10"><a href="/archives/2017/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2017/9"><a href="/archives/2017/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2017/8"><a href="/archives/2017/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2017/7"><a href="/archives/2017/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2017/6"><a href="/archives/2017/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2017/5"><a href="/archives/2017/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2017/4"><a href="/archives/2017/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2017/3"><a href="/archives/2017/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2017/2"><a href="/archives/2017/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2017/1"><a href="/archives/2017/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2016</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2016/12"><a href="/archives/2016/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2016/11"><a href="/archives/2016/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2016/10"><a href="/archives/2016/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2016/9"><a href="/archives/2016/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2016/8"><a href="/archives/2016/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2016/7"><a href="/archives/2016/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2016/6"><a href="/archives/2016/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2016/5"><a href="/archives/2016/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2016/4"><a href="/archives/2016/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2016/3"><a href="/archives/2016/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2016/2"><a href="/archives/2016/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2016/1"><a href="/archives/2016/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2015</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2015/12"><a href="/archives/2015/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2015/11"><a href="/archives/2015/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2015/10"><a href="/archives/2015/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2015/9"><a href="/archives/2015/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2015/8"><a href="/archives/2015/8" class="desktop css-1dawzi9">August
57</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2015/7"><a href="/archives/2015/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2015/6"><a href="/archives/2015/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2015/5"><a href="/archives/2015/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2015/4"><a href="/archives/2015/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2015/3"><a href="/archives/2015/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2015/2"><a href="/archives/2015/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2015/1"><a href="/archives/2015/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2014</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2014/12"><a href="/archives/2014/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2014/11"><a href="/archives/2014/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2014/10"><a href="/archives/2014/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2014/9"><a href="/archives/2014/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2014/8"><a href="/archives/2014/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2014/7"><a href="/archives/2014/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2014/6"><a href="/archives/2014/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2014/5"><a href="/archives/2014/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2014/4"><a href="/archives/2014/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2014/3"><a href="/archives/2014/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2014/2"><a href="/archives/2014/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2014/1"><a href="/archives/2014/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2013</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2013/12"><a href="/archives/2013/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2013/11"><a href="/archives/2013/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2013/10"><a href="/archives/2013/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2013/9"><a href="/archives/2013/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2013/8"><a href="/archives/2013/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2013/7"><a href="/archives/2013/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2013/6"><a href="/archives/2013/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2013/5"><a href="/archives/2013/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2013/4"><a href="/archives/2013/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2013/3"><a href="/archives/2013/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2013/2"><a href="/archives/2013/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2013/1"><a href="/archives/2013/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2012</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2012/12"><a href="/archives/2012/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2012/11"><a href="/archives/2012/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2012/10"><a href="/archives/2012/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2012/9"><a href="/archives/2012/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2012/8"><a href="/archives/2012/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2012/7"><a href="/archives/2012/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2012/6"><a href="/archives/2012/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2012/5"><a href="/archives/2012/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2012/4">
57<a href="/archives/2012/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2012/3"><a href="/archives/2012/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2012/2"><a href="/archives/2012/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2012/1"><a href="/archives/2012/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2011</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2011/12"><a href="/archives/2011/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2011/11"><a href="/archives/2011/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2011/10"><a href="/archives/2011/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2011/9"><a href="/archives/2011/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2011/8"><a href="/archives/2011/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2011/7"><a href="/archives/2011/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2011/6"><a href="/archives/2011/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2011/5"><a href="/archives/2011/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2011/4"><a href="/archives/2011/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2011/3"><a href="/archives/2011/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2011/2"><a href="/archives/2011/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2011/1"><a href="/archives/2011/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2010</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2010/12"><a href="/archives/2010/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2010/11"><a href="/archives/2010/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2010/10"><a href="/archives/2010/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2010/9"><a href="/archives/2010/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2010/8"><a href="/archives/2010/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2010/7"><a href="/archives/2010/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2010/6"><a href="/archives/2010/6" class="desktop css-1dawzi9">June</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2010/5"><a href="/archives/2010/5" class="desktop css-1dawzi9">May</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2010/4"><a href="/archives/2010/4" class="desktop css-1dawzi9">April</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2010/3"><a href="/archives/2010/3" class="desktop css-1dawzi9">March</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2010/2">
57<a href="/archives/2010/2" class="desktop css-1dawzi9">February</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2010/1"><a href="/archives/2010/1" class="desktop css-1dawzi9">January</a></h6></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-12 MuiGrid-grid-sm-12 css-2s3pij"><h6 class="MuiTypography-root MuiTypography-subtitle1 css-xmujz1">2009</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2009/12"><a href="/archives/2009/12" class="desktop css-1dawzi9">December</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2009/11"><a href="/archives/2009/11" class="desktop css-1dawzi9">November</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2009/10"><a href="/archives/2009/10" class="desktop css-1dawzi9">October</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2009/9"><a href="/archives/2009/9" class="desktop css-1dawzi9">September</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2009/8"><a href="/archives/2009/8" class="desktop css-1dawzi9">August</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2009/7"><a href="/archives/2009/7" class="desktop css-1dawzi9">July</a>|</h6><h6 class="MuiTypography-root MuiTypography-subtitle1 css-kutqet" href="/archives/2009/6"><a href="/archives/2009/6" class="desktop css-1dawzi9">June</a></h6></div></div></div></div></section></div></main></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-md-4 css-1qig7xo"><div style="min-height:250px;min-width:300px;margin-bottom:8px"></div><div class="right-rail-2-track MuiBox-root css-1tirfg5"><div class="MuiBox-root css-thz7ks"><div class="ad-reserve-rail" style="margin-top:8px;margin-bottom:16px"></div></div></div><div class="MuiBox-root 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57<path d="M19 3a2 2 0 0 1 2 2v14a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2V5a2 2 0 0 1 2-2h14m-.5 15.5v-5.3a3.26 3.26 0 0 0-3.26-3.26c-.85 0-1.84.52-2.32 1.3v-1.11h-2.79v8.37h2.79v-4.93c0-.77.62-1.4 1.39-1.4a1.4 1.4 0 0 1 1.4 1.4v4.93h2.79M6.88 8.56a1.68 1.68 0 0 0 1.68-1.68c0-.93-.75-1.69-1.68-1.69a1.69 1.69 0 0 0-1.69 1.69c0 .93.76 1.68 1.69 1.68m1.39 9.94v-8.37H5.5v8.37h2.77z"></path></svg></a></div><div class="MuiGrid-root MuiGrid-direction-xs-row MuiGrid-grid-xs-4 MuiGrid-grid-md-4 css-t79exf"><a href="https://x.com/RIABiz" class="css-1tat3vp"><svg class="MuiSvgIcon-root MuiSvgIcon-fontSizeMedium css-2g5xa9" focusable="false" aria-hidden="true" viewBox="0 0 24 24"><path d="M18.244 2.25h3.308l-7.227 8.26 8.502 11.24H16.17l-5.214-6.817L4.99 21.75H1.68l7.73-8.835L1.254 2.25H8.08l4.713 6.231zm-1.161 17.52h1.833L7.084 4.126H5.117z"></path></svg></a></div></div></div></div></div></div><div class="MuiGrid-root MuiGrid-container MuiGrid-direction-xs-row css-8y1cgk"><p class="MuiTypography-root MuiTypography-body1 css-147vnlz">RIABiz, Mill Valley, California <br/>Copyright © 2009-<!-- -->2026<!-- --> RIABiz Inc. All rights reserved.</p><div class="MuiBox-root css-15k0wgw"></div><div class="MuiBox-root css-15k0wgw"></div></div></div></div></div></footer></div></div>
57<script id="__NEXT_DATA__" type="application/json">{"props":{"pageProps":{"dehydratedState":{"mutations":[],"queries":[{"state":{"data":{"articles":{"edges":[{"node":{"slug":"fidelity-investments-just-cast-a-wider-net-for-ria-custody-revenues-by-backstopping-savvy-wealths-expected-mid-2027-custody-launch-hastened-by-the-lean-in-of-multi-billion-aum-ria-prospects-the-company-says","pk":5865,"id":"RmlsdGVyQXJ0aWNsZXM6NTg2NQ==","headline":"Fidelity Investments just cast a wider net for RIA custody revenues by backstopping Savvy Wealth's (expected mid-2027 ) custody launch -- hastened by the lean-in of 'multi-billion-AUM' RIA prospects, the company says","isBrief":false,"deckhead":"Savvy and Fidelity make a strong team to target Commonwealth assets, Savvy CEO says, because those advisors lived on Fidelity's clearing and can now attach as RIAs.","articleSnippet":"\u003cp\u003eFidelity Investments now has another, more AI-focused fishing line in the water for RIA custody assets. \u003c/p\u003e","publishDate":"2026-09-24T03:09:49.874000+00:00","numberOfComments":0,"canonicalUrl":"https://riabiz.com/a/2026/9/24/fidelity-investments-just-cast-a-wider-net-for-ria-custody-revenues-by-backstopping-savvy-wealths-expected-mid-2027-custody-launch-hastened-by-the-lean-in-of-multi-billion-aum-ria-prospects-the-company-says","authors":{"edges":[{"node":{"name":"Brooke Southall","slug":"brooke-southall"}}]},"editors":{"edges":[{"node":{"name":"Keith Girard","slug":"keith-girard"}}]},"image":{"image":"https://ucarecdn.com/c93a5966-614b-43b2-98d3-17feeac93ed7/-/crop/580x580/3,0/-/preview/"},"imageCaption":"Ritik Malhotra: We have some multi-billion dollar AUM groups of folks that are very seriously considering the RIA platform right now."}},{"node":{"slug":"schwabs-poach-of-8-billion-ameriprise-breakaway-extends-its-wild-2026-rout-of-the-once-impenetrable-fortress-to-four-1-billion-plus-teams-with-help-from-high-multiple-market","pk":5864,"id":"RmlsdGVyQXJ0aWNsZXM6NTg2NA==","headline":"Schwab's poach of $8-billion Ameriprise breakaway extends its wild 202
576 rout of the once impenetrable fortress to four $1-billion-plus teams with help from high-multiple market","isBrief":false,"deckhead":"The Westlake, Texas custodial giant of $6 trillion helped launch Rise Private Wealth Management and is running the table against the $1.7-trillion Minneapolis brokerage -- as new internal and external factors expose Ameriprise to aggressive recruiting, recruiters say.","articleSnippet":"\u003cblockquote\u003e\u003cp\u003e\u003cstrong\u003eBrooke's Note: I can't remember the last time Ameriprise was central to an RIABiz story. But of late, the broker-dealer has become Schwabâs favorite happy hunting ground for breakaway brokers with a desire to become freestanding RIAs. Ameriprise is a fabled company, long considered impregnable ...\u003c/strong\u003e\u003c/p\u003e\u003c/blockquote\u003e","publishDate":"2026-09-23T01:31:48.245000+00:00","numberOfComments":0,"canonicalUrl":"https://riabiz.com/a/2026/9/23/schwabs-poach-of-8-billion-ameriprise-breakaway-extends-its-wild-2026-rout-of-the-once-impenetrable-fortress-to-four-1-billion-plus-teams-with-help-from-high-multiple-market","authors":{"edges":[{"node":{"name":"Brooke Southall","slug":"brooke-southall"}}]},"editors":{"edges":[{"node":{"name":"Keith Girard","slug":"keith-girard"}}]},"image":{"image":"https://ucarecdn.com/bba8bac4-15b8-44d1-a61f-d6454bbfd5a6/-/crop/292x292/12,0/-/preview/"},"imageCaption":"Jim Cracchiolo: Right now, people are taking some checks."}},{"node":{"slug":"schwabs-surprise-unveiling-of-anthropic-deal-at-future-proof-shows-it-has-an-ai-ace-up-its-sleeve-but-it-may-take-five-years-or-more-to-catch-up-with-altruist-if-at-all-say-two-analysts","pk":5863,"id":"RmlsdGVyQXJ0aWNsZXM6NTg2Mw==","headline":"Schwab's surprise unveiling of Anthropic deal at Future Proof shows it has an AI ace up its sleeve, but it may take five years or more to catch up with Altruist, if at all, say two analysts","isBrief":false,"deckhead":"RIAs are caught in the middle over data concerns, as the $6-trillion RIA custody giant blindsides the soon-to-be Vanguard-owned AI custodian.","articleSnippet":"\u003cblockquote\u003e\u003cp\u003e\u003cstrong\u003eBrooke's Note: Has Schwab already been disrupted in RIA custody? We're asking as Altruist unveils advances and Vanguard turns the startup into a giant. But more interestingly, super tech-savvy $1 billion-AUM-plus RIAs are starting to join Altruist. The counter-narrative is that Altruist has about as ...\u003c/strong\u003e\u003c/p\u003e\u003c/blockquote\u003e","publishDate":"2026-09-22T02:48:28.383000+00:00","numberOfComments":0,"canonicalUrl":"https://riabiz.com/a/2026/9/22/schwabs-surprise-unveiling-of-anthropic-deal-at-future-proof-shows-it-has-an-ai-ace-up-its-sleeve-but-it-may-take-five-years-or-more-to-catch-up-with-altruist-if-at-all-say-two-analysts","authors":{"edges":[{"node":{"name":"OisÃn Breen","slug":"oisin-breen"}}]},"editors":{"edges":[{"node":{"name":"Brooke Southall and Keith Girard","slug":"brooke-southall-and-keith-girard"}}]},"image":{"image":"https://ucarecdn.com/07936dea-09cd-4a33-b3bd-83be126e7ed3/"},"imageCaption":"Jason Wenk: [Arca can] do things with Altruist that aren't possible anywhere else."}},{"node":{"slug":"ritik-malhotra-sells-not-for-sale-savvy-stake-for-100-million-after-utah-jazz-owner-showed-up-big-for-his-lpl-disruption-by-ai-play-and-mark-casady-re-upped-at-the-new-price-as-well","pk":5857,"id":"RmlsdGVyQXJ0aWNsZXM6NTg1Nw==","headline":"Ritik Malhotra sells not-for-sale Savvy stake for $100 million after Utah Jazz owner showed up big for his LPL-disruption-by-AI play -- and Mark Casady re-upped at the new price as well","isBrief":false,"deckhead":"Ryan Smith, Ryan Sweeney and Halo invested at a valuation 560% more than Savvy's B round 15 months ago, enticed by some wins, an artificial intelligence tailwind and the former LPL CEO on speed-dial.","articleSnippet":"\u003cblockquote\u003e\u003cp\u003e\u003cstrong\u003eBrooke's Note: We've written much about Altruist of late because it seems to be the one sharp pebble in the Schwab RIA custody shoe. But maybe Altruist is the exception that proves the rule: Behemoths win in the end. This article about Savvy Wealth reminds ...\u003c/strong\u003e\u003c/p\u003e\u003c/blockquote\u003e","publishDate":"2026-09-18T
5702:01:00.076000+00:00","numberOfComments":0,"canonicalUrl":"https://riabiz.com/a/2026/9/18/ritik-malhotra-sells-not-for-sale-savvy-stake-for-100-million-after-utah-jazz-owner-showed-up-big-for-his-lpl-disruption-by-ai-play-and-mark-casady-re-upped-at-the-new-price-as-well","authors":{"edges":[{"node":{"name":"Brooke Southall","slug":"brooke-southall"}}]},"editors":{"edges":[{"node":{"name":"Keith Girard","slug":"keith-girard"}}]},"image":{"image":"https://ucarecdn.com/e163e324-21a7-4096-a068-226eebe1d4a4/-/crop/580x580/3,0/-/preview/"},"imageCaption":"Ritik Malhotra: We're up 4-x this past year to $9 billion in assets under management, with another $5 billion in recruited assets on the way."}},{"node":{"slug":"no-rush-peter-mallouk-is-doing-wild-gap-deals-as-he-rides-out-ria-sellers-market-and-his-creative-planning-keeps-billions-of-purchasing-power-locked-and-loaded-for-perfect-moment","pk":5862,"id":"RmlsdGVyQXJ0aWNsZXM6NTg2Mg==","headline":"'No rush' Peter Mallouk is doing wild 'gap' deals as he rides out RIA seller's market and his Creative Planning keeps 'billions' of purchasing power 'locked-and-loaded' for 'perfect' moment","isBrief":false,"deckhead":"The $780-billion RIA owner says eye-popping side deals like $4.3-trillion RVK add to the core 'Creative Planning' strategy -- without killing the M\u0026A war chest -- even if they are technically outside of the core wealth management M\u0026A vision","articleSnippet":"\u003cblockquote\u003e\u003cp\u003e\u003cstrong\u003eBrooke's Note: I figure I have a constructively one-track RIA mind. So when I saw that Peter Mallouk was using perfectly good RIA capital to buy $4.3 trillion of low, low-margin, barely-an-RIA business in RVK, I had questions. I knew from hearing Mallouk's Laguna Beach ...\u003c/strong\u003e\u003c/p\u003e\u003c/blockquote\u003e","publishDate":"2026-09-17T02:45:46.733000+00:00","numberOfComments":1,"canonicalUrl":"https://riabiz.com/a/2026/9/17/no-rush-peter-mallouk-is-doing-wild-gap-deals-as-he-rides-out-ria-sellers-market-and-his-creative-planning-keeps-billions-of-purchasing-power-locked-and-loaded-for-perfect-moment","authors":{"edges":[{"node":{"name":"Brooke Southall","slug":"brooke-southall"}}]},"editors":{"edges":[{"node":{"name":"Keith Girard","slug":"keith-girard"}}]},"image":{"image":"https://ucarecdn.com/72ebbf28-7beb-46cb-9dac-45d42ffa7cc1/-/crop/442x442/2,0/-/preview/"},"imageCaption":"Peter Mallouk (photo credit Nate Ryan): We are in no rush."}},{"node":{"slug":"david-fortunato-makes-his-third-pivot-after-cash-management-cross-selling-fails-to-yield-ample-robo-investors-a-bolt-on-discount-brokerage-will-join-its-digital-home-lending-unit-in-a-true-silicon-valley-mashup","pk":5859,"id":"RmlsdGVyQXJ0aWNsZXM6NTg1OQ==","headline":"David Fortunato makes his third pivot after cash management cross-selling fails to yield ample robo investors -- a bolt-on discount brokerage will join its digital home-lending unit in a true Silicon Valley mashup","isBrief":false,"deckhead":"The Wealthfront CEO turns Q2 earnings into a confessional, volunteering how the robo-advisor misjudged its cohort's investing habits and risk tolerance.","articleSnippet":"\u003cp\u003eWhen your business model sputters a bit .... pivot. \u003c/p\u003e","publishDate":"2026-09-16T03:22:39.720000+00:00","numberOfComments":0,"canonicalUrl":"https://riabiz.com/a/2026/9/16/david-fortunato-makes-his-third-pivot-after-cash-management-cross-selling-fails-to-yield-ample-robo-investors-a-bolt-on-discount-brokerage-will-join-its-digital-home-lending-unit-in-a-true-silicon-valley-mashup","authors":{"edges":[{"node":{"name":"OisÃn Breen","slug":"oisin-breen"}}]},"editors":{"edges":[{"node":{"name":"Brooke Southall and Keith Girard","slug":"brooke-southall-and-keith-girard"}}]},"image":{"image":"https://ucarecdn.com/3c760cdf-1109-40ca-93bc-bf119790012b/-/crop/318x318/2,0/-/preview/"},"imageCaption":"David Fortunato: Our 2023 and 2024 annual cohorts have lagged behind."}},{"node":{"slug":"schwab-scores-exclusive-for-now-contract-with-anthropic-and-takes-ai-drivers-seat-in-ria-custody-analyst-says-though-others-counter-that-its-generic-and-late-coming","pk":5861,"id":"RmlsdGVyQXJ0aWNsZXM6NTg2MQ==","headline":"Schwab scores exclusive (for now) contract with Anthropic and takes AI 'driver's seat' in RIA custody, analyst says, though others counter that it's generic and late-coming","isBrief":false,"deckhead":"The Westlake, Texas, broker/custodian is 'the gorilla' with 'first crack' at new AI system, and will have the category-killing, API-supreme-equivalent that RIAs will be compelled to adopt -- or else, says Joel Bruckenstein.","articleSnippet":"\u003cp\u003eSchwab Adv
57isor Services is now first â and exclusive among RIA custodians â to use Claude for Financial Advisors.\u003c/p\u003e","publishDate":"2026-09-15T02:36:18.188000+00:00","numberOfComments":0,"canonicalUrl":"https://riabiz.com/a/2026/9/15/schwab-scores-exclusive-for-now-contract-with-anthropic-and-takes-ai-drivers-seat-in-ria-custody-analyst-says-though-others-counter-that-its-generic-and-late-coming","authors":{"edges":[{"node":{"name":"Brooke Southall","slug":"brooke-southall"}}]},"editors":{"edges":[{"node":{"name":"Keith Girard","slug":"keith-girard"}}]},"image":{"image":"https://ucarecdn.com/08678c11-4915-4d3d-9756-ef344714d2b3/-/crop/317x317/30,0/-/preview/"},"imageCaption":"Joel Bruckenstein: Schwab is in the driver's seat now."}}]}},"dataUpdateCount":1,"dataUpdatedAt":1790267239376,"error":null,"errorUpdateCount":0,"errorUpdatedAt":0,"fetchFailureCount":0,"fetchFailureReason":null,"fetchMeta":null,"isInvalidated":false,"status":"success","fetchStatus":"idle"},"queryKey":["articles"],"queryHash":"[\"articles\"]"},{"state":{"data":{"articles":{"edges":[{"node":{"pk":5818,"slug":"vanguard-hires-ex-barrons-ex-fido-thought-leader-and-cfp-for-mission-impossible-to-better-speak-to-rias-after-years-of-viewing-third-parties-and-their-fees-suspiciously","publishDate":"2026-07-15T02:03:20.501000+00:00","headline":"Vanguard hires ex-Barron's, ex-Fido 'thought leader' and CFP for mission impossible -- to better speak to RIAs after years of viewing third parties (and their fees) suspiciously","image":{"image":"https://ucarecdn.com/5f177c4e-cf47-410b-beb0-df4d56890e90/"}}},{"node":{"pk":5812,"slug":"hightower-loses-newly-hired-president-but-it-brims-with-signature-talent-penny-phillips-randy-bullard-and-gurinder-ahluwahlia-and-it-promises-a-near-future-replacement","publishDate":"2026-06-30T22:05:45.970000+00:00","headline":"Hightower loses newly hired president but it brims with 'Signature' talent -- Penny Phillips, Randy Bullard and Gurinder Ahluwahlia -- and it promises a 'near-future,' replacement","image":{"image":"https://ucarecdn.com/09fa43fd-6407-4e3f-9ba3-39ac7676d768/-/crop/658x658/24,0/-/preview/"}}},{"node":{"pk":5785,"slug":"orion-headhunts-yi-ching-wu-from-assetmark-its-second-attempt-in-14-months-to-fill-a-crucial-role-to-put-a-phone-book-onto-a-postage-stamp-and-weave-together-its-tech-and-investment-businesses","publishDate":"2026-05-14T00:26:22.015480+00:00","headline":"Orion headhunts Yi-Ching Wu from AssetMark -- its second attempt in 14 months to fill a crucial role -- 'to put a phone book onto a postage stamp' and weave together its tech and investment businesses","image":{"image":"https://ucarecdn.com/fce4bd72-39db-4364-83db-cb882f82a7f0/-/crop/587x587/0,0/-/preview/"}}}]}},"dataUpdateCount":1,"dataUpdatedAt":1790267239376,"error":null,"errorUpdateCount":0,"errorUpdatedAt":0,"fetchFailureCount":0,"fetchFailureReason":null,"fetchMeta":null,"isInvalidated":false,"status":"success","fetchStatus":"idle"},"queryKey":["people"],"queryHash":"[\"people\"]"},{"state":{"data":{"articles":{"edges":[{"node":{"pk":5854,"slug":"marty-bicknell-commits-175-million-to-install-700-ai-bots-to-revolutionize-ria-automation-the-gamble-isnt-ai-but-whether-advisors-clients-staff-and-leadership-will-embrace-the-change-analyst-says","headline":"Marty Bicknell commits $175 million to install 700 'AI' bots to revolutionize RIA automation; the gamble isn't AI but whether advisors, clients, staff and leadership will embrace the change, analyst says","deckhead":"The Mariner CEO is all-in on Humanity Labs' agentic artificial intelligence, a venture he co-owns; the payoff will be faster and smoother integration of RIA acquisitions, he says.","isBrief":false,"articleSnippet":"\u003cp\u003eWhile many are fretting the future of artifical intelligence (AI), Marty Bicknell is seizing it with a plan to let âAI botsâ handle Mariner Wealth Advisors' back office drudgery and free up advisors to.... advise.\u003c/p\u003e","publishDate":"2026-09-12T01:57:55.155000+00:00","authors":{"edges":[{"node":{"name":"OisÃn Breen","slug":"oisin-breen"}}]},"image":{"image":"https://ucarecdn.com/9dc815e7-4b69-4af8-a379-6b3cee
57c68625/"},"imageCaption":"Marty Bicknell: It changes whatâs possible."}},{"node":{"pk":5858,"slug":"amid-a-flood-of-warnings-about-dangers-of-rogue-ai-hamachi-steps-in-with-newly-patented-system-to-protect-sensitive-ria-client-data-from-ai-breaches","headline":"Amid a flood of warnings about dangers of rogue AI, Hamachi steps in with newly patented system to protect sensitive RIA client data from AI breaches","deckhead":"Anthropic staffer quit among dire warnings Tuesday and the RIA startup today released the news it has a patent to exceed 'enterprise' safety standards by sharing client data with LLMs like it's top secret","isBrief":false,"articleSnippet":"\u003cblockquote\u003e\u003cp\u003e\u003cstrong\u003eBrooke's Note: \"I know nothing! I see nothing!\" said Sergeant Schultz in a heavy German accent as a German prison camp guard, unconvincingly, in the 1960s sitcom, Hogan's Heroes. The AI hyper-scalers â Anthropic, Google, OpenAI, and Microsoft â transact America's artificial intelligence business today ...\u003c/strong\u003e\u003c/p\u003e\u003c/blockquote\u003e","publishDate":"2026-09-11T01:33:32.307000+00:00","authors":{"edges":[{"node":{"name":"Brooke Southall","slug":"brooke-southall"}}]},"image":{"image":"https://ucarecdn.com/50a18ab7-2214-47bb-bf27-80eba6f4f583/-/crop/691x690/0,1/-/preview/"},"imageCaption":"Mike Wilson: Account statements, tax forms, trust documents, CRM records and portfolio data should not be casually uploaded into general-purpose LLMs."}},{"node":{"pk":5856,"slug":"bain-capital-mostly-funds-envestnet-buy-of-vestmark-to-surpass-10-trillion-and-define-adaptive-modularity-strategy-leaving-orion-a-clear-ria-lane","headline":"Bain Capital (mostly) funds Envestnet buy of Vestmark to surpass $10 trillion and define 'adaptive modularity' strategy, leaving Orion a clear RIA lane","deckhead":"The New York City PE powerhouse likely spent $500 million-plus to power up its Envestnet take-private deal by creating a cross-brand, cross-channel universe where rip-and-replace need not happen.","isBrief":false,"articleSnippet":"\u003cblockquote\u003e\u003cp\u003e\u003cstrong\u003eBrooke's Note: No question that Envestnet was a fixer-upper by the time that Bain Capital took it private for $4.5 billion two years ago. You don't go private after all that trouble of going public unless you need time in the dry dock for hull ...\u003c/strong\u003e\u003c/p\u003e\u003c/blockquote\u003e","publishDate":"2026-09-10T03:01:14.583000+00:00","authors":{"edges":[{"node":{"name":"Brooke Southall","slug":"brooke-southall"}}]},"image":{"image":"https://ucarecdn.com/60a1a779-c39e-41ad-b650-1dea0640e0b6/-/crop/425x425/9,0/-/preview/"},"imageCaption":"Chris Todd: We're not slowing down to make this happen â we're speeding up."}},{"node":{"pk":5855,"slug":"schwab-wealth-advisory-swa-unveils-corkage-fee-on-third-party-smas-typically-35-as-slew-of-changes-add-to-elegant-master-plan-to-convert-diy-book-to-fees","headline":"Schwab Wealth Advisory (SWA) unveils 'corkage' fee on third-party SMAs, typically .35%, as slew of changes add to 'elegant' master plan to convert DIY book to fees","deckhead":"The new Schwab price schedule, much like Fidelity's 'wrap manager,' goes into effect in 2027 and aligns with the aggressive SWA hiring, new remote SWA call centers","isBrief":false,"articleSnippet":"\u003cp\u003eCharles Schwab \u0026amp; Co. unveiled another critical piece of its plan to radically increase fee revenue at its âSchwab Wealth Advisory Inc.â RIA (SWA) â a move seemingly to shadow Fidelity's pioneering tolls charged to third parties inside the house RIA.\u003c/p\u003e","publishDate":"2026-09-09T02:47:14.060000+00:00","authors":{"edges":[{"node":{"name":"Brooke Southall","slug":"brooke-southall"}}]},"image":{"image":"https://ucarecdn.com/b44edadf-0040-432e-aff9-e0a889479ab2/-/crop/237x237/0,3/-/preview/"},"imageCaption":"Bryan Olson: Overseeing 'elegant' upgrade plan and now come the fee adjustments."}},{"node":{"pk":5853,"slug":"massmutual-helps-flourish-find-white-knight-buyer-and-regain-standalone-status-just-months-ahead-of-phase-ii-rollout-that-makes-its-1300-ria-clients-more-like-a-giant-virtual-private-bank","headline":"MassMutual helps Flourish find white knight buyer and regain 'standalone' status just months ahead of Phase II rollout that makes its 1,300 RIA clients more like a giant virtual private bank","deckhead":"The Springfield, Mass. life insurer is passing the 'controlling interest' baton to private equity on the verge of RIA play to assault the bank fortress walls of checking and lending, nationally -- without a bank charter or branches but digital savvy aplenty","isBrief":false,"articleSnippet":"\u003cp\u003eThe half-full good news for Flourish is that MassMutual bought it in 2021 and grew it like crazy. Starting at fewer than $1 billion in custody to more than $8 billion in five years. The cash manager currently serves 1,300 RIA firms with a combined ...\u003c/p\u003e","publishDate":"2026-09-04T21:23:48.393000+00:00","authors":{"edges":[{"node":{"name":"Brooke Southall","slug":"brooke-southall"}}]},"image":{"image":"https://ucarecdn.com/f7d40506-a2e1-46a2-b377-d5504f1acc82/-/crop/355x355/8,0/-/preview/"},"imageCaption":"Max Lane: All of this is accelerated and has a higher probability of coming to market sooner because of this transaction."}},{"node":{"pk":5852,"slug":"sec-seeks-to-rescind-2010-pay-to-play-rule-paving-the-way-for-investment-advisors-to-again-bid-for-public-pension-contracts-while-making-political-donations-to-officials-with-influence-over-pension-awards","headline":"SEC seeks to rescind 2010 'pay-to-play' rule, paving the way for investment advisors to again bid for public pension contracts while making political donations to officials with influence over pension awards","deckhead":"The rule grew out of a major 2009 New York state pension scandal involving bribes and kickbacks for pension contracts and gets applied in SEC sweeps","isBrief":false,"articleSnippet":"\u003cblockquote\u003e\u003cp\u003e\u003cstrong\u003eBrooke's Note: The markets and the economy have been on a roll since the scandals, misdeeds and market meltdown of 2008-2009. But the anti-corruption rules put in place to avoid a repeat of that dark period have become an annoyance. They must go, as the ...\u003c/strong\u003e\u003c/p\u003e\u003c/blockquote\u003e","publishDate":"2026-09-04T01:45:38.263000+00:00","authors":{"edges":[{"node":{"name":"Brooke Southall","slug":"brooke-southall"}}]},"image":{"image":"https://ucarecdn.com/aaa5a021-c157-4493-8ba6-4ad5e640d340/-/crop/286x286/1,0/-/preview/"},"imageCaption":"Paul Atkins: Sufficient protections exist."}},{"node":{"pk":5851,"slug":"ceo-jason-wenk-says-altruists-ai-hazel-is-ready-for-its-second-act-a-financial-planning-service-that-will-blow-away-the-market-with-one-big-caveat-advisors-must-be-ready-to-provide-pdfs-if-rivals-refuse-api-access","headline":"CEO Jason Wenk says Altruist's AI 'Hazel' is ready for its second act, a financial planning service that will blow away the market with one big caveat -- advisors must be ready to provide PDFs, if rivals refuse API access","deckhead":"The Culver City, Calif., RIA company last week threatened the Big Three of RIA custody; this week its declared war on another Big Three: RightCapital, Envestnet/MoneyGuidePro, and Fidelity/eMoney.","isBrief":false,"articleSnippet":"\u003cblockquote\u003e\u003cp\u003e\u003cstrong\u003eBrooke's Note: Yesterday and today mark the 48-hour period when Vanguard went from a decade of playing defense about its technology to going on offense. Today, it \u003c/strong\u003e\u003ca href=\"https://corporate.vanguard.com/content/corporatesite/us/en/corp/who-we-are/pressroom/press-release-vanguard-expands-access-to-updated-website-shaped-by-investor-feedback-090226.html\"\u003e\u003cstrong\u003eissued \u003c/strong\u003e\u003c/a\u003e\u003cstrong\u003ea press release about how
57it is expanding access to a better digital experience. âWe designed the ...\u003c/strong\u003e\u003c/p\u003e\u003c/blockquote\u003e","publishDate":"2026-09-03T01:36:45.966000+00:00","authors":{"edges":[{"node":{"name":"OisÃn Breen","slug":"oisin-breen"}}]},"image":{"image":"https://ucarecdn.com/5ba48c1c-b265-4cee-9807-ef5b735a14dc/-/crop/285x284/913,19/-/preview/"},"imageCaption":"Jason Wenk: What used to take hours ... is now reduced to a few clicks ."}},{"node":{"pk":5849,"slug":"after-fidelity-shutdown-its-password-sharing-business-model-last-year-ponteras-new-tack-is-a-non-discretionary-service-while-it-waits-out-a-cfpb-decision-on-bank-data-sharing-fees-and-offers-apis-to-all-comers","headline":"After Fidelity shutdown its password-sharing business model last year, Pontera's new tack is a 'non-discretionary service' while it waits out a CFPB decision on bank data-sharing fees and offers APIs to all comers","deckhead":"The New York 401(k) management software shop says it is merely responding to a subsegment of the 401(k) market that prefers a more hands-on approach.","isBrief":false,"articleSnippet":"\u003cblockquote\u003e\u003cp\u003e\u003cstrong\u003eBrooke's Note: It seems to me that it makes all the sense in the world for RIAs to be the managers of the 401(k) savings of America's employees. So the idea that Pontera could sell software that turns held-away assets of plan participants into virtual ...\u003c/strong\u003e\u003c/p\u003e\u003c/blockquote\u003e","publishDate":"2026-09-02T11:16:33.489000+00:00","authors":{"edges":[{"node":{"name":"OisÃn Breen","slug":"oisin-breen"}}]},"image":{"image":"https://ucarecdn.com/b38d5711-edaf-43fc-834f-b2dabab377a0/-/crop/263x262/65,30/-/preview/"},"imageCaption":"Yoav Zurel: There is no one-size-fits-all approach to retirement planning because there is no one-size-fits-all retirement saver."}},{"node":{"pk":5850,"slug":"riabiz-interview-jason-wenk-tells-riabiz-one-big-unnoticed-reason-why-he-sold-to-vanguard-and-the-bogle-ish-scenario-he-envisions-for-his-eventual-departure-decades-hence","headline":"RIABIZ INTERVIEW: Jason Wenk tells RIABiz one big unnoticed reason why he sold to Vanguard, and the Bogle-ish scenario he envisions for his eventual departure decades hence","deckhead":"The Altruist CEO and founder saw myriad conflicts in being acquired by a public company -- a problem for a company called 'Altruist' -- but also for someone who wants his AI lead to benefit people, not get turned against them.","isBrief":false,"articleSnippet":"\u003cblockquote\u003e\u003cp\u003e\u003cstrong\u003eBrooke's Note: I got Jason Wenk on the phone Friday. We had published our article the day before about the obstacles Vanguard faces in making its purchase of Altruist live up to its phenomenal potential. The article centered around Jason himself â though not in ...\u003c/strong\u003e\u003c/p\u003e\u003c/blockquote\u003e","publishDate":"2026-09-01T02:29:50.321000+00:00","authors":{"edges":[{"node":{"name":"Brooke Southall","slug":"brooke-southall"}}]},"image":{"image":"https://ucarecdn.com/8606f683-3e4b-43d7-aebc-cfb393549dd2/-/crop/447x447/30,0/-/preview/"},"imageCaption":"Jason Wenk: 'They know who I am.'"}},{"node":{"pk":5848,"slug":"vanguard-group-and-altruist-can-win-ria-hearts-no-problem-experts-say-but-the-bro-cultural-chasm-2700-miles-apart-and-two-ways-of-defining-client-first-will-determine-if-they-can-make-the-marriage-work","headline":"Vanguard Group and Altruist can win RIA hearts, no problem, experts say, but the bro-cultural chasm â 2,700 miles apart and two ways of defining 'client-first' â will determine if they can make the marriage work","deckhead":"Whether this is a miracle merger or a darling dud, insiders say, will be decided by Bogle-era Vanguard DNA, a hard-charging CEO and a West Coast 'bro' by RIA standards.","isBrief":false,"articleSnippet":"\u003cblockquote\u003e\u003cp\u003e\u003cstrong\u003eBrooke's Note: We are still staggered at RIABiz that this $4.6 billion merger is set to happen this year. It has the potential to reset RIABiz culture and bring about a great era. But the sense that it still seems too ideal to be true ...\u003c/strong\u003e\u003c/p\u003e\u003c/blockquote\u003e","publishDate":"2026-08-28T03:33:37.919000+00:00","authors":{"edges":[{"node":{"name":"OisÃn Breen","slug":"oisin-breen"}}]},"image":{"image":"https://ucarecdn.com/00e978c4-3aad-4b4e-88ac-1bfa57135de3/-/crop/397x397/38,0/-/preview/"},"imageCaption":"Jason Wenk (right) [with Salim Ramji]: We've been defying the odds and proving the haters wrong for nearly eight years."}},{"node":{"pk":5846,"slug":"vanguard-struck-with-altruist-take-out-after-schwab-and-fidelity-zapped-it-with-etf-platform-fees-lightning-bolts-that-clearly-woke-a-sleeping-monster-that-could-redraw-the-compet
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