Altruist founder and CEO Jason Wenk, vowing to take on the incumbent custodians, landed an eye-popping $50 million in a Series B round of funding and added Vanguard as an investor. But the sales pitch has shifted, observers say.
Goldman Sachs has been quietly building RIA custodial services behind the scenes, with big-name hires and plenty of resources; but can it overcome its Wall Street heritage to appeal to independent advisors?
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Moneta, a $27 billion RIA headquartered in St. Louis, is the latest firm to bring trust company services in-house; observers say it's unlikely to be a widespread trend.
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One legal expert says mutual fund sponsors are afraid they’ll lose assets in an ETF conversion. But the secret to an alternative may lie in a Vanguard patent that expires in 2022.
