Brooke Southall

FDIC board member Rohit Chopra says existing Fed passivity compact with banks allows BlackRock et al to be 'anything but “passive”'

First seven CEOs were replaced, then seven big HR dominoes started to fall as Vanguard, Schwab, Envestnet, InvestCloud, LPL, Cetera and Orion all switched out CEOs and presidents

First seven CEOs were replaced, then myriad big HR dominoes fell as Vanguard, Schwab, Envestnet, InvestCloud, LPL, Cetera and Orion all switched out CEOs and presidents

First seven CEOs were replaced, then myriad big HR dominoes fell as Vanguard, Schwab, Envestnet, InvestCloud, LPL, Cetera and Orion all switched out CEOs and presidents

The Culver City, Calif. RIA custodian let people go across spectrum of disciplines with hires focused on 'engineering, AI and go-to-market,' Jason Wenk explains

The Culver City, Calif. RIA custodian let people go across spectrum of disciplines with hires focused on 'engineering, AI and go-to-market,' Jason Wenk explains

The Mariner CEO and founder wants all expertise in-house because 'things come up' with the 2,500 business owners and 12,500 c-suite executives his firm currently serves

Rick Wurster underscores that Robinhood has just 2% of Schwab assets, and his firm will direct more personnel toward $10-million-plus brokerage accounts

Rick Wurster underscores that Robinhood has just 2% of Schwab assets, and his firm will direct more personnel toward $10-million-plus brokerage accounts

The Harvard-Yale-McKinsey alum got a 'level of specificity' from chatting with his advisor firm's CIO about Envestnet's 'importance' and 'how it could be better.'