RIABiz

David Solomon eyeing near-term Goldman Sachs CEO exit, reports say, and his heir apparent looks RIA-friendly • DFA search for M&A partner went quiet, and complex …

The vampire squid may soon appoint a CEO with direct experience handling RIAs • DFA is not nearly in fire sale mode ...
RIABizOpinion

Pershing reveal of 'Wove' kerfuffle during corporate restructuring last June raises questions about the No. 3 RIA custodian's direction; the task now lies with new RIA …

Ainslee Simmonds is out, and 'Wove' with her, as the unit attempts re-set under BNY insert Adam Vos, and Jim Crowley is moved ...
RIABiz

XY Planning recruiting spikes as RIA M&A refugees flee rollups that dangle downer contracts

Alan Moore (l) and Michael Kitces: An advisor with 75+ million AUM was given 30 days to decide whether to sign new agreements or leave. Key Points XY Planning Network reports record growth as advisors ...