Betterment is also bending to RIA needs • Wealthfront is in the black, thanks to cash • Altruist reveals where it makes its money • Rise, Wealthspire and Ascensus each add two executives • Compound hits $2 billion of AUM • CAIS slashes alts prices • BlackRock ups private debt sales to RIAs, through GeoWealth.

Dimensional Fund Advisors has traditionally targeted big RIAs and TAMPs but growth rate and margins have shrunk and this in-house TAMP play could help address both

State Street is still working on finishing touches but is building on its momentum after leaping from seventh to third in retirement asset management

The West Palm Beach, Fla., TAMP had the Chicago company as a white knight customer and VC backer but the vendor relationship might be in peril, analysts say

Morningstar nets a cash windfall, a better distribution deal, and it reduces conflicts with its clients, but SMArtX is the likely loser, which will no longer administer Morningstar's TAMP assets.

Members are broadening the business model, with her blessing; Garrett will attend annual conferences and focus on raising fruits and vegetables on her Arkansas farm

Investors who 'excessively rely' on telephone calls may first face longer hold times and pay fees for overburdening call centers after the $9-trillion manager amended its brokerage compact with new terms

The founder, owner and chair of the $275-billion AUM firm continues a trend where top owner-operator RIA players are still in control.

The $275-billion Plano, Texas, RIA is selling an estimated 20% stake for $2.5 billion, and Fisher says outsiders can do 'never-yet-done solutions' for the firm.

The $9.2 trillion, Westlake, Texas, giant told Bloomberg that it'll grow its $1.2 trillion base as much as 20% over the next five to seven years -- countering the wirehouse trend of establishing distance between distribution and investment management channels.

The software maker oversees more than 25% of all RIA assets, but for only about 2.7% of RIAs -- a gap its hip, young CEO -- now RIA software's senior statesman -- believes he can fix.

The buyer, Yext, likes aspects of the San Francisco startup and believes it can apply a quick-fix with AI -- and will reward Hearsay investors with $95 million, if it produces earnings bump.

The reemerging San Francisco super bank will be the first wirehouse-owner to court RIAs openly, though Merrill Lynch's Broadcort and Bear Stearns once operated similar businesses in the shadows.

Burnout and EBITDA weigh on CEO-types as never-ending exits claim Ron Carson, Aaron Klein, Bernie Clark, Rudy Adolf, Bill Crager and Tim Buckley.

Shiralker out at Altruist • Orion gives Trevor Noble his cause • Bitcoin has a new fund king • Software maker benefits from Goldman custody exec. churn • Carson Group denies lawsuit • Merge of Wiener's old shop complete • 100,000th CFP named.

Focus leverage ratio rose again; Moody's dings • Fidelity shores-up ETF marketplace revenues • Schwab backs brick-and-mortar • Krawcheck claim puts $53 trillion in question

The state's pension board disregarded the Republican-dominated government by extending BlackRock's contract to manage $7.3 billion of its retirement assets -- BlackRock still scaled back its ESG stance.

The exit-bound Schwab RIA chief, never one to offend, says his company's net new assets depend on the aggregators 2-to-1 over RIA startups, but some are choosing a counterproductive path