Schwab veteran Elyn Davis joins Raymond James in RIA custody succession Schwab veteran Elyn Davis joins Raymond James in RIA custody succession
AUG 13, 2026 BY ANDREW COHEN

Davis brings 29 years of RIA custody experience to Raymond James as longtime COO Michelle Sovcik plans to retire.

Practice Management (GoRIA)

Vanguard debuts customizable model portfolios with Vestmark support for RIAs
AUG 12, 2026 Vanguard debuts customizable model portfolios with Vestmark support for RIAs
Why more wirehouse teams aren't going independent — even as RIA assets surge
AUG 11, 2026 Why more wirehouse teams aren't going independent — even as RIA assets surge
AI hasn't moved RIA valuations yet, but it's rewriting the seller's checklist
AUG 10, 2026 AI hasn't moved RIA valuations yet, but it's rewriting the seller's checklist

Technology

Vanguard debuts customizable model portfolios with Vestmark support for RIAs
AUG 12, 2026 Vanguard debuts customizable model portfolios with Vestmark support for RIAs
Orion touts fractional share trading for advisors who custody with Schwab
AUG 04, 2026 Orion touts fractional share trading for advisors who custody with Schwab
Altruist secures exclusive partnership with $1B breakaway advisory firm in Boston
JUL 23, 2026 Altruist secures exclusive partnership with $1B breakaway advisory firm in Boston

Compliance

Maryland regulators spank fledgling art-focused RIA Masterworks over registration snafus
JUN 26, 2026 Maryland regulators spank fledgling art-focused RIA Masterworks over registration snafus
AI meeting notetakers spark hidden compliance risks for RIAs
APR 20, 2026 AI meeting notetakers spark hidden compliance risks for RIAs
The SEC is preparing to raise thresholds for performance fees
MAR 31, 2026 The SEC is preparing to raise thresholds for performance fees

Custodian

Schwab veteran Elyn Davis joins Raymond James in RIA custody succession
AUG 13, 2026 Schwab veteran Elyn Davis joins Raymond James in RIA custody succession
Altruist secures exclusive partnership with $1B breakaway advisory firm in Boston
JUL 23, 2026 Altruist secures exclusive partnership with $1B breakaway advisory firm in Boston
Amplify unveils RIA custody solution in partnership with Goldman Sachs
JUL 08, 2026 Amplify unveils RIA custody solution in partnership with Goldman Sachs

Bolt-Ons

The legal fine print behind estate planning tech: What RIAs need to know
APR 27, 2026 The legal fine print behind estate planning tech: What RIAs need to know
Billpay providers for UHNW clients raise capital as 'concierge' services come downmarket
MAR 25, 2026 Billpay providers for UHNW clients raise capital as 'concierge' services come downmarket
Wealthreach launches Attract to help advisors get noticed by AI
MAR 25, 2026 Wealthreach launches Attract to help advisors get noticed by AI

TAMPs

New report spotlights 'operational paradox' for mid-sized RIAs
MAY 20, 2026 New report spotlights 'operational paradox' for mid-sized RIAs
GeoWealth lands $42.5M Goldman Sachs investment in extended Series C
MAR 19, 2026 GeoWealth lands $42.5M Goldman Sachs investment in extended Series C
How Envestnet TAMP works: Key features for RIAs in the US
DEC 02, 2025 How Envestnet TAMP works: Key features for RIAs in the US

Podcasts

Bolting on a tax practice to your RIA
AUG 10, 2026 Bolting on a tax practice to your RIA
Working with the media
JUL 21, 2026 Working with the media
Unshackled – Your Brand, Your Rules
JUL 07, 2026 Unshackled – Your Brand, Your Rules

On Location

Nov 5, 2025 | Schwab IMPACT (Denver) E7 | Guest: Ric Edelman, Founder, Digital Assets Council of Financial Professionals
AUG 04, 2026 Nov 5, 2025 | Schwab IMPACT (Denver) E7 | Guest: Ric Edelman, Founder, Digital Assets Council of Financial Professionals
Nov 5, 2025 | Schwab IMPACT (Denver) E6 | Guest: Liz Ann Sonders, Chief Investment Strategist, Charles Schwab
AUG 04, 2026 Nov 5, 2025 | Schwab IMPACT (Denver) E6 | Guest: Liz Ann Sonders, Chief Investment Strategist, Charles Schwab
Nov 5, 2025 | Schwab IMPACT (Denver) E5 | Guest: Sam Anderson, Chief Capital Officer, Dynasty Financial Partners
AUG 04, 2026 Nov 5, 2025 | Schwab IMPACT (Denver) E5 | Guest: Sam Anderson, Chief Capital Officer, Dynasty Financial Partners

Webinars

goRIA Virtual Summit
MAY 01, 2024 goRIA Virtual Summit