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Schwab grabs astounding $1.5 billion of robo assets in six weeks, but mostly from itself



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Schwab will take a machete to Schwab Private Client hyper-fee fund holdings but still steer assets to high-margin OneSource, ADV says



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Addepar lays out world-fixing vision and rolls out upgrades at swanky The Battery event in San Francisco



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Orion and Jemstep form first big marriage of non-robo and robo software -- at advisor behest -- to create RIA e-commerce



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How it is that the new, new thing in financial advice is an old, old thing retreaded and vastly improved



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Roll-ups are off at an acquisition clip in 2015 as $2 billion washes over the transom in a single week



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United Capital chases DFA's MO, trains '1099 advisors' and co-opts Starbucks brand guy



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LPL reconsiders FSI as it drops out of its board, offers own DOL stand and hires own lobbyist



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Joe Duran: We think this is the closest example to what Dimensional Fund Advisors does.
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United Capital chases DFA's MO, trains '1099 advisors' and co-opts Starbucks brand guy

Eric Poirer [r.] with Joe Lonsdale: There are 10 or 20 custodians just for a mid-sized RIA. It's just a giant mess.
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Addepar lays out world-fixing vision and rolls out upgrades at swanky The Battery event in San Francisco

Jeff Zients: For some special interests and their allies in Congress, the only good rule would be no rule at all. We want to make very clear that inaction is not an acceptable outcome of this process.
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Top RIA takeaways from my trip to New York City and my stop-by at the Tiburon CEO Summit

Marcia Wagner: I don't want obnoxious crap like that in my contract.
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Why exactly DOL's latest action is so shocking to so many brokers -- and even ERISA lawyers -- despite years of warnings


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