The RIA Desk 30 stories this week · 215 total

The business of independent advice: growth, custody, fees, talent, and what it all means for the firm you run.

Cerulli data shows aging clients spending down assets, casting doubt on the Great Wealth Transfer.

August 14

Elyn Davis will lead client experience at the RIA custodian as Michelle Sovcik prepares to retire.

Aug 14

A September launch could undercut rivals on margin and unblock tax-aware long/short separately managed accounts.

Aug 14

RIA access to Vanguard's new private funds is 'explored' but not offered as Merrill and Bank of America hold exclusive distribution.

Aug 14

New Guardian research shows Trump Accounts reshape business-owner legacy planning.

August 14

Record revenue and asset growth come with steep advisor-comp costs and a planned bank launch.

August 14

Compass Point says a subscription fee on AI cash sorting could replace lost sweep margins, even as the CEO rules out charging RIAs.

August 14

The move escalates the custody war over alternatives shelf space with a tax-aware, proprietary strategy.

August 14

Custodian's plan to convert eight million-plus DIY clients pits house advice against independent RIAs.

August 14

Cumulative advisory annuity sales at the insurer show RIAs warming to guaranteed-income products.

August 14

LPL's agentic AI answer to Altruist's Hazel sends stock up after months of pressure.

August 14

Platform launches expand RIA and retirement access to private markets.

August 14

Move adds Schwab custody experience to Raymond James's RIA leadership

August 14

iCapital's second annual survey shows alts allocations still growing, but advisor tech demands are shifting from processing to analytics.

August 14

The hire signals a strategic push to connect workplace retirement benefits with Edelman's broader wealth planning platform.

August 14