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Another Schwab Advisor Services A-list executive lands on his feet at smaller RIA venture

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During CEO Tim Buckley's waning months, Vanguard is imposing fees that may affect its older investors, while hand-off to Ascensus of certain IRA and 401(k) products also comes with some sticker shock
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Michael Nathanson's new post as Focus CEO could create an 'apparent conflict' with his duties at Colony Group, which is snapping up billions in Focus RIA assets -- but 'partners' now have one of theirs in the power seat
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Things just keep getting better for new AssetMark CEO Michael Kim, whose company will now go private so he can 'untangle spaghetti' without public scrutiny
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FDIC bid to strip BlackRock and Vanguard of superpower 'has legs' and reckoning may start with curbs on self-certification of passive index funds
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Apex eliminates Jon Patullo's position in move that baffles analysts but may clear the way for Mike Kerins to take on the 'Astra' challenge
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The RIA services of Vanguard, Schwab and Fidelity -- for two big reasons -- are cutting into RIA (and wirehouse) market share, Cerulli says
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With technology still its Achilles heel, Vanguard makes Charlotte, N.C., a 'hub' for software engineers, purchasing 700,000-square-foot campus to house 2,400 with 'room to grow'
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Charles Schwab Corp. headcount is down 4,000 from its June 30 peak, nearly double the expected 'reductions,' though the company has hundreds of job openings, many with 'wealth' in the titles
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Envestnet's shares soar on Reuters report about 'receiving interest' for takeover, the latest in a line of reported attempts
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A buoyant Schwab CEO Walter Bettinger declares 'darkest' days past for Schwab as in-house RIA asset quarterly inflows surge 60%, but analyst's 'free-cash' question raises his ire

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