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Michael Kitces and Alan Moore's pay-for-service platform, built for RIAs, is picked up by IBD Cetera Financial Group, potentially reaching roughly 8,000 advisors.
Following enthusiastic crypto-centered talks at several advisor conferences, Edelman is forming a group tasked with educating RIAs on blockchain and cryptoassets.
Schwab's sale of PortfolioCenter to Envestnet has competitors licking their chops, hungry for new customers. How many new customers will materialize remains unclear.