Fidelity is in sweet spot, doing it all • Orion is testing its new cornerstone tool, but it won't reveal pricing until 2026 • AUM milestones hit • Advyzon lands Schwab deal • RIA big-hitters back start-up • eMoney is plotting downmarket growth • Trump follows Robinhood's lead • Joe Lonsdale wants pardon policy changed.

The Orion founder has his old Omaha cohorts, plus Michael Wilson, all-in with Hamachi on solving the onslaught of model portfolios replacing in-house investment management -- and the communication gap it created between outsourcer and end investor.

The St. Petersburg RIA platform paid an undisclosed amount for a piece of an AI-powered equity compensation platform and hints strongly about a bigger 'stock plan' play it has already staked its future on

In exclusive interview Emigrant Partners Chair Liz Nesvold stays bullish on the firm, but questions remain about its board, its owners, who's running the company and a hastily rewritten ADV2.

The Chicago giant will add as much as $65 million to its current $2.28 billion in revenue by buying CRSP, but the reputational risk is real for a company best known as a disinterested third party fund tracker.

In a Q&A, the RIA attorney explains the wild amount of work and creativity he and his firm expend and how the protocol for a 3 pm espresso at one industry event captured what he doesn't like about the new RIA confab era.

With Reed Colley as president, the Omaha software firm serving 2,500 big RIAs is making a play for up to 2,100 smaller XYPN RIAs.

The Culver City, Calif., custodian's CEO issued the mea culpa, citing loss of focus, but says company hiring should cut headcount losses to 14% on the year

Now 10 months-plus into the top job, Wurster proclaims regulatory all-clear on blockchain assets and talks RIAs in near proportion to their $5 trillion with the Texas brokerage

MoneyGuidePro veterans Kevin Hughes and Tony Leal have joined the firm as it shoots for a share of 2,300 advisors leaving Morningstar Office in early 2026.

The standalone Connecticut software firm says its ‘optical character recognition,’ or OCR system, is a game changer, removing a top objection to its sales growth, CEO says.

By raising the minimum 300%, it's cutting total referrals by half and may be a 'killer' for many RIAs that seek to onboard Schwab's mass affluent.

Fidelity's answer to an RIABiz request for a response was blunt; the company has never given consent to Pontera, its competitors or the advisors to use their financial technology to access its data.

The co-founder and former president and CEO of Envestnet is back in the day-to-day RIA biz, but as an 'operator' in an attempt to create software that connects all the tools needed to manage alternative assets.

The $11-trillion brokerage will fund and also use Qapita to 'power' stock plan management inside private companies -- complementing its biggest-ever breakaway from Merrill Lynch, which is focused on public company plans

Now a $270-million of managed assets RIA, Thryve is rebooting its original roll-up strategy, and (mostly) kicking political leanings to the curb.

'The firm is operating outside of the circle of competence … lacks money-management experience and has never offered access to private markets in the US,' the ratings agency says.

Ritholtz Wealth was two guys, two blogs and a few hundred million under management but it just hit $6 billion, up from $2.8 billion in 2022, with zero outside capital and only one M&A deal for FutureAdvisor)

The Gainesville, Fla. custodian will pay 0.5% -- $5,000 for every million -- an unheard of sales tactic in staid RIA custody -- harkening back to Robinhood's bedeviling Schwab with unthinkable, zero-fee commissions.

The New York City data translator is capitalizing on its 125% year-over-year growth, $275 billion of administered assets and 450 clients, including 100 RIAs

Defendants Schwab and Dynasty weighed in with sharp, written responses defending their part in aiding the $129-billion OpenArc RIA opening for business; Merrill is calling TRO process a 'first step'