Wavvest Recruits $1.4B Advisor to In-House RIA
AI SummaryAI-generated — verify against the source.Vinnie Maliakkal, a high-profile advisor managing $1.4 billion, has left Charles Schwab to join Wavvest, an 'AI-native' wealth management platform. This move signals a growing trend of established, large-scale advisors transitioning to firms built on AI infrastructure rather than traditional legacy systems.
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