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Most Emailed Stories »

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

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

Charles Goldman carries on the kind of side conversation that makes the Tiburon CEO Summit wheels spin.
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Top RIA takeaways from my trip to New York City and my stop-by at the Tiburon CEO Summit

Peter Mafteiu: This is like overwhelming a reader ... so they really cannot map out the changes that might affect a particular customer.
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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

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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Jeff Zients and Tom Perez come out swinging for a new fiduciary era


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