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'open season'

morningstar-is-shuttering-office-in-2026-and-steering-its-orphaned-rias-to-black-diamond-to-get-revenue-cut-in-deal-but-advyzon-and-orion-arent-planning-to-get-cut-out
Morningstar is shuttering 'Office' in 2026 and getting revenue cut by signing deal to usher its RIAs to Black Diamond -- but Advyzon and Orion aren't politely standing by

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Robinhood pushes back, with force, after CFTC's 'shocking and stunning' rejection of its 'contract' betting bid, after gleaning affirmation in review process
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RIAs fear broaching ESG topics with clients amid blowback, but 'do-the-right-thing' investments are still big business, Cerulli shows
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Vanguard's new CEO breaks record by zapping $350 million fund-expense, but 'raises the tension' managing brokerage, analyst says
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RIA CRM startup arrives -- it's free, AI-powered and unfettered by dubious features -- but 15 years after the Schwab 'Project C' goldrush can it make inroads against market giants Redtail, Wealthbox and Salesforce?
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The long, long Addepar incubation is giving way to profits, a $3.25-billion valuation and a 'G' round of $250 million that co-founder Joe Lonsdale is helping to fund
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Charles Schwab Corp. ties brand to 'Trump,' after becoming 'custodian,' consultant and investment advisor to Trump Media discount brokerage startup
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McKinsey suddenly puts its secretive $23-billion RIA under 'strategic review' with M&A shop; a spin-off or sale a possible outcome; it follows Nov. 30 London newspaper exposé
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Panic selling on DeepSeek news crunches Nasdaq, but insiders say frightenly 'excellent advancement' is being misread -- and it's hardly new news
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BlackRock blows off deadline from regulator for third time in three months, leading FDIC to insist it won't tolerate a fourth snub; hogwash, says leading lawyer
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Briefs: Focus Financial gets second happy Hollywood ending in LA lawsuit • Orion closes deal in record 14 days • iCapital buys ID shop • VC milestones & raises • People moves at Apex, Dynasty & Wealthfront
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Schwab shares spike but its new CEO mostly plays defense after analysts ask why its RIA clients hit net-new asset growth norms and Schwab retail is stuck at 3.5% growth

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