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apex-eliminates-jon-patullos-position-in-move-that-baffles-analysts-but-may-clear-the-way-for-mike-kerins-to-take-on-the-astra-challenge
Apex eliminates Jon Patullo's position in move that baffles analysts

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A buoyant Schwab CEO Walter Bettinger declares 'darkest' days past for Schwab as in-house RIA asset quarterly inflows surge 60%, but analyst's 'free-cash' question raises his ire
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James Gorman pivoted to 'wealth management' to save Morgan Stanley after the 2008 financial crisis, but now feds are looking into the unit's rapid growth to $6T in AUA, amid allegations of lax oversight and money laundering
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Low profile RIAs keep draining market share from non-RIA national brands -- Morgan Stanley, Merrill Lynch, UBS -- but big names still have a marketing edge, new Cerulli report says
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Ron Carson is out as Carson Wealth CEO three years after Bain buys a big stake and subdued asset growth persists; Ron Carson pivots life toward leading a 'movement'
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RIAs assailed Altruist and put Jason Wenk on defense over a new fee schedule, but-- four days later -- Wenk went back on offense, promising to better even unchallenged fees
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An Abbot Downing breakaway, but not exactly, Callan Family Office hits $5 billion of AUM after just two years using a creative 'Callan' brand deal and a partnership model
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XY Planning Network founders mark 10th birthday of their Montana-based RIA-making machine with hard growth numbers and not-so-soft chiding of robo-advisors, CFP limitations and doubters of their downmarket business model
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Olivia Eisinger convinced Apex to hire dozens of her fellow ex-TDA staff to 'reimagine' VEO and the service and now it's an RIA custody deliverable with a Big-Four-or-bust mandate -- and some analyst doubts
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Stephen Chen completes $20 million raise; RIAs have found a niche use for his consumer-facing software -- never mind all those subscribers and enterprises
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Christa Carone, an ex-Fidelity and Xerox marketing whiz, steps onto a slippery slope at LPL with a daunting task -- to consolidate a NASCAR size brand portfolio... or not?
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As Betterment AUM balloons to $45 billion, Tom Moore ends DFA's exclusive mutual fund deal for RIAs and opens the floodgates; PIMCO, T.Rowe, Fidelity and Vanguard get first crack at DFA 'menu' hegemony

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