Saturday, October 3, 2026Sign inJoin free
FinancialADVSR

Est. 2026Moves · Money · ManagementNew York

IN Concurrent eyes $3B to $10B RIA platforms after Spire buyFP Ask an Advisor: How do you help child-free clients plan?WM SEC Crypto Custody Proposal Draws Divisive ReactionsFP SEC seeks to ease advisors' custody burdens with discretionary tradingKC Weekend Reading For Financial Planners (October 3–4)IN Merrill to pay $39 million in cash sweep settlementWM How Far Can AI Overlays Really Go?WM Financial Wellness Tools Must Connect the DotsRB Fidelity's move to kick sub-$100-million RIAs off its platform is 'bizarre,' Kitces says; it’s likely to backfire, Chalekian says; yet, the Fidelity-Savvy deal last week may soften any blowWM Deals & Moves: HB Wealth Adds Family Trio, Hightower Signature Acquires Externally

News

CEO Jason Wenk says Altruist's AI 'Hazel' is ready for its second act, a financial planning service that will blow away the market with one big caveat -- advisors must be ready to provide PDFs, if rivals refuse API access

By Oisín Breen · RIABiz ·

The Culver City, Calif., RIA company last week threatened the Big Three of RIA custody; this week its declared war on another Big Three: RightCapital, Envestnet/MoneyGuidePro, and Fidelity/eMoney.

Summary as published by RIABiz
Read the full story at RIABiz →RIABiz may require a subscription.

Financial ADVSR links to reporting from across the industry. This story was reported by RIABiz. Financial ADVSR is not affiliated with RIABiz. Updated every 10 minutes.

The full wire →