RIABiz

XY Planning Network 'Sapphire' hits $1 billion and gets smacked with fee criticism, but Michael Kitces says the fees 'make sense' with context -- not least that RIAs payi…

Moore RIA network is rolling in advisors where 'lifestyle' is critical and is unlikely to attract many wirehouse breakaways.
RIABiz

Fisher Investments is facing a swarm of M&A-minded national RIAs, but it's obsessively self-contained after growing by nearly $300 billion since a 2019 PR mish…

The Plano, Texas RIA sat at $112 billion when its owner made headlines for unfortunate remarks, but the firm has grown ...
RIABiz

Morningstar's sale of ByAllAccounts to Pello won't close -- the latest mishap in the 'aggregation' category as Plaid seeks IPO and CFPB mulls plan to permanently allo…

The Chicago fund tracker reassures RIAs the account aggregation service levels won't drop off -- not least because in-house ...