Vanguard's decision to acquire an integrated custody and advisor technology platform is a clear signal of how much that ...

Capuzzi serves as a DTCC Board Member and Chief Executive Officer at Apex Fintech Solutions, where he sets the vision and ...

ReN Founder and CEO Af Malhotra discusses how AI can help investment teams move beyond backward-looking analysis to uncover ...

Bellamkonda joins from Vialto Partners and will report to CEO Jamie Price as the broker/dealer integrates AI into its ...

Former LPL and Altruist exec Pete Dorsey takes chief revenue officer role at State Street's wealth custody and clearing ...

Wells Fargo has attracted $17 billion from independent advisers this year as it revamps its wealth management business ...

Also, Morningstar/PitchBook sign with Gemini, AssetMark converts portfolio data into talking points, and ...

Dean Dellas admitted to stealing from clients through unauthorized withdrawals and falsified investment documents.

In the meantime, Vanguard’s $4.6 billion outlay for Altruist may put the investment giant at odds with some of its own ...

RIA custody has long been dominated by Schwab and Fidelity, particularly since Schwab’s acquisition of TD Ameritrade.

Fidelity Investments found that the total deal count dropped in the first half of 2026, but acquired assets grew to $342.9 ...

Victory Capital will pay $7 billion to buy First Eagle Investments, creating a firm with $571 billion in assets under ...