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RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs

Deals

'A no-brainer': Why alts platform Canoe sold to Bloomberg

Citywire RIA ·

Canoe co-founder Mike Muniz told Citywire his company was initially in the market for a capital raise rather than an outright sale, but the process evolved after an integration with Bloomberg earlier ...

Summary as published by Citywire RIA
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Financial ADVSR links to reporting from across the industry. This story was reported by Citywire RIA. Financial ADVSR is not affiliated with Citywire RIA. Updated every 10 minutes.

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