wealthmanagement-com·

Wavvest Recruits $1.4B Advisor to In-House RIA

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Vinnie Maliakkal, a high-profile advisor previously managing $1.4 billion at Charles Schwab, has joined Wavvest, an AI-native wealth management platform. This move signals a growing trend of established advisors transitioning to firms built on AI infrastructure rather than traditional legacy systems.

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