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RB Schwab surprises analysts with extra rapid launch of own MCP servers, also leaping from read-only to agentic (get stuff done) AI; it leaves RIAs out for now, and makes Anthropic's days numbered as Schwab's exclusive LLMRB NVIDIA is both that bad as a CEO disaster but likely still good -- as a value stock -- with great growth potential, despite spy scandal, say CIOs, fund managers, analysts and AI expertsIN ETF issuers weigh closures as launch pace heads for new recordFP Raymond James CEO: Tech, not the biggest check, wins recruitsFP How State Street and Savvy forged new paths to add to the custody competitionWM Income Lab Expands Planning Tools Beyond RetirementIN Hightower Signature Wealth adds $380M New Jersey practiceWM RIA Edge Panel Touts Family Office Services, But ‘How’ Remains TrickyFP As AI raises the bar for advice, RIA margins may struggle to followIN Barred advisor forged wife’s signature on life insurance contracts, according to FINRA

Regulation

Lawsuit alleges Betterment allowed TikTok and Snapchat to access client info

Citywire RIA ·

A court complaint alleges Betterment shared client email addresses, account types, account balances and transaction amounts to TikTok and Snapchat without users' consent.

Summary as published by Citywire RIA
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