The Schwab/TDAI merger is creating opportunities for emerging RIA custodians with more nimble technology, natural language processing tools and automated service.
XYPN co-founder Michael Kitces and Nitrogen CEO Aaron Klein both said the industry too often puts practitioners into the role of marketing growth engines at the Wealth Management EDGE conference.
For 13 years beforehand, Yadlapati worked for Focus Financial Partners, most recently as managing director and co-head of M&A.
In a panel during at the WealthStack conference, the head of Lifeworks Advisors argued the products and services rubbed out personalization for the sake of mass production.
After 24 years, the company’s founder informed the board he will retire from his leadership position by the end of 2023.
Private equity ownership of insurers faces heightened scrutiny.
