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Nexus Strategy's Tim Welsh describes the subtle yet dramatic changes happening in the independent wealth space that will shape the industry going forward.
The investigations by state regulators looked into Robinhood's compliance shortfalls and more, spanning years, according to a Texas consent order and the North American Securities Administrators Association.
About 10%-15% of the RIA’s billable assets are now on the direct indexing platform, built through a combination of outside partnerships and proprietary technology.