The upper RIA echelon mass-exit is now at ...

First generation RIA CEOs, pioneers and other bigshots are leaving jobs or scaling back roles – and sometimes in bunches – signaling a palpable, if gradual, shift in RIA leadership.

Nachiket Shiralkar checked out of Altruist and checked into Hotel Engine, but not before leaving the emerging RIA custodian with a brand known for its digital technology.

Focus Financial Partners has the Moody's blues because its plan to create three mega RIAs out of 90 smaller ones will come at a cost.

Brooke's Note: This was never David and Goliath. It was more like two Goliaths, and something had to give. The state of Oklahoma ended up losing to Oklahoma's pension machinery over whether ‘woke-capitalist’ BlackRock could do business in the state. …