Articles published 2/2026
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Altruist CEO Jason Wenk says he was caught off guard in Mexico when his firm's 'DeepSeek' moment triggered a 'Big 3' Wall Street meltdown, but his AI revolution is only beginning, he tells RIABiz
February 12, 2026 at 3:11 AMTo RIAs, Altruist is the No. 3 or No. 4 custodian but now the No. 1 custodian's CEO, Rick Wurster, is in full damage control mode, trying to reassure investors that Schwab's hegemony is still intact.
Vivek Ramaswamy's crypto resolve faces early test with Strive now $400 million-plus under water on Bitcoin holdings, while bears predict a crypto 'death spiral'
February 11, 2026 at 3:53 AMThe Trump acolyte jettisoned his RIA as he embraced a Bitcoin treasury company, imbuing crypto with free market values -- stemming from bypassing banks and governments
Vivek Ramaswamy's crypto resolve faces early test with Strive now $400 million-plus under water on Bitcoin holdings, while bearish analysts predict a 'death spiral' for crypto industry
February 11, 2026 at 3:24 AMThe Trump acolyte jettisoned his RIA as he embraced a Bitcoin treasury company, imbuing crypto with free market values -- stemming from bypassing banks and governments
Dynasty Financial Partners raises more than $100 million with plan to get 'aggressive' if market turns 'choppy' -- and it'll hire 65 to 70 staff
February 10, 2026 at 3:42 AMDynasty CEO Shirl Penney says who buys stakes matters -- with Schwab, JP Morgan and BlackRock reupping, and Mubadala-owned Fortress jumping in, with RIAs, end clients and 'teammates' landing shares.
Schwab discloses it's set to levy new $5-per-client, per-block-trade fees that could balloon cost for RIA custody clients by thousands of dollars
February 6, 2026 at 7:19 AMThe RIA custodian has posted the coming fee on its pricing schedule -- raising questions related to trade-away policies, best execution and payment-for-order-flow.
Amid skyrocketing growth, Barry Ritholtz sold a big tranche of shares in his RIA -- at a bargain -- making his CEO Josh Brown the largest among 29 new shareholders and getting 'forever' in return
February 4, 2026 at 2:48 AMRitholtz Weath leapt to $7.7 billion of AUM -- up $5 billion since 2022 -- but the firm's co-founder didn't seek the highest bidder because it didn't achieve his succession goals.
Vanguard's latest vast fund fee slash puts its CEO on defensive because it's enough-already to some critics when service lags, and fees are vanishingly low already
February 3, 2026 at 3:58 AMSalim Ramji admits the far-reaching cut was a 'very unoriginal act' but promises it won't cut into funds needed to modernize; some critics aren't buying it.
