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marty-bicknell-leapfrogs-super-rias-by-one-measure-with-292-billion-aua-deal-in-push-for-full-service-financial-company-while-still-pursuing-2027-goal-of-5000-advisors
Marty Bicknell strikes first in 2025 with $292-billion AUA deal, in bid to complete 'full-service financial' company -- but with 2027 goal of fielding total of 5,000 advisors still intact

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Corient just locked down its first big RIA deal of 2024 in Maine, perhaps critical to its CI Financial parent nailing down a suitcase of cash from Abu Dhabi
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Reed Colley is back as Orion's president with the immense task of taking its legacy RIA technology and making it into a dream experience -- with help from data stores and AI
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Pontera-like play wins Black Diamond deal to allow its RIAs to manage held-away 401(k) assets -- with all parties mum on Fidelity's credential-sharing policy
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ETFs will pass mutual funds in RIA portfolios by 2026, revealing a problem -- too few wholesalers trained for ETFs, Cerulli reports
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Another Opto co-founder departs -- this one to join Vise -- but he'll straddle the two firms, keeping an advisory seat, founder shares and Joe Lonsdale's love
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DOL program to reunite $1.65 trillion of 401(k) assets with plan participants is long, long overdue; it's also little threat to VC-backed startup with overlapping mission -- and big head start
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Sallie Krawcheck, citing a health issue, hands day-to-day operations to co-CEOs, but will remain on the board as it reworks RIA's strategy after pioneering, ten-year run from startup to $2.4 billion in AUM
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Vanguard completes shakeup with outsiders Salim Ramji, Joanna Rotenberg supplanting firm lifers Tim Buckley, Karin Risi as RIA takes center stage
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Incoming Charles Schwab CEO toes edge, telling RIAs he will greenlight spot coin trades, maybe 'in short order' under Trump, but conservative firms still must have 'risk appetite,' SEC attorney cautions
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Karin Risi, an odds-on 'next in line' to ex-CEO Tim Buckley, and founder of Vanguard's $312-billion 'RIA,' exits the company
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With Ray Dalio gone and assets down, Bridgewater wants retail assets, but at arm's length; partner State Street will absorb hassles and risk for branding and fee opportunity
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Vanguard Group reminds RIAs not to overplay near-zero-risk, high-return cash game and also releases new fund products to transition back to bonds

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