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In network coverage since September 3, 2026 · 16+ stories

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The Close

Bank of America downgrades Ameriprise over the cost of retention bonuses

Ameriprise shares closed at $480.41 on Oct. 19, down 4.07%, as analysts questioned whether bonus payments can hold teams that RIA ownership keeps pulling away.

advisor_note · Oct 9Goldman Sachs COO John Waldron could become CEO in January, RIABiz reports

Data · Oct 8XYPN's registration pipeline rises 83% to 110 firms

practice · Oct 6Pontera floats itself as AI's trust layer for 401(k) access

portfolio · Oct 6Merrill adds third-party manager data fees up to $860,000 and a 0.1% revenue share

move · Oct 1Fidelity tells sub-$100 million RIAs to leave, with no fee option to stay

The Close · Oct 1Fidelity extends its $100 million minimum to existing RIA custody clients

The Close · Sep 29Merrill prices shelf access at up to $1.4 million as Raymond James embeds alternatives

portfolio · Sep 29Merrill to charge asset managers up to $1.4 million for data and shelf fees

move · Sep 26UBS's digital hire is a book-transfer play

move · Sep 24Ameriprise pays advisors to stay, and prices the exit

Moves · Sep 24Ameriprise pays advisors to stay, and the market prices the tab

Moves · Sep 22Schwab turns Ameriprise recruiting into a serial launch program

M&A · Sep 16Mallouk buys the gatekeeper seat and leaves the RIA war chest shut

practice · Sep 10Hamachi says its patent keeps client data out of LLMs

practice · Sep 3Altruist's $3,600 AI planner takes aim at planning's Big Three

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.