RIABiz

Fidelity's move to kick sub-$100-million RIAs off its platform is 'bizarre,' Kitces says; it’s likely to backfire, Chalekian says; yet, the Fidelity-Savvy deal last week may ...

The Boston No. 2 RIA custodian shocked the RIA industry. Yes, RIA custody is a ‘broken' model and serving small firms can ...
RIABiz

Pontera 'reframes' itself from 401(k) workaround agent to trusted gatekeeper of AI agents -- possibly solving impasse with Fidelity -- as Schwab unleashes 'Charley' ag…

Pontera blogger describes onslaught of demand for 'trust overlay' in a world where agents need perpetual rapid vetting where ...
RIABiz

Pontera 'reframes' itself from 401(k) workaround agent to trusted gatekeeper of AI agents -- possibly solving impasse with Fidelity -- as Schwab unleashes 'Charley,' its new AI ...

Pontera Public Policy Director describes onslaught of demand for 'trust overlay' in a world where AI agents need perpetual rapid vetting where his firm lives.
RIABizOpinion

Merrill Lynch creates hefty new 'data' and 'shelf' fees and offers third-party managers who pay them a leg up when its 'thundering herd' recommends investments – but s…

The New York wirehouse was slow but also benefits as last mover among its peers, analysts explain -- it knows exactly how ...