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The custodian is introducing a subscription fee and zero-commission model for advisors.
March 5 -
“The only reason why I could see them doing that is shame,” one critic says of the move; the board calls it an important shift in the conversation about fiduciary care.
March 5 -
RIAs already on the platform can stick with the old pricing model or transition to the new one.
March 4 -
When financial advisors consider both the hard-dollar and time investments required to land quality leads, everyone benefits.
February 25 -
Faced with the retention risk from the RIA-only channel, firms are trying to alter their company cultures and questioning traditional approaches.
February 5 -
For years, I helped clients make choices that improved their happiness and work-life balance. Why wasn't I doing the same for myself?
January 24Retirement Matters -
The custodian has made three big announcements. The connection between the three may not be obvious, but together, they indicate what I think could be a brilliant strategy.
January 22Wealth Logic -
Our industry is one of the few that’s barely experienced pricing pressure ... so far. Here's how to assure you keep providing value to clients.
January 10Momentum Advisors -
SEC-mandated disclosures for dual registrants could put clients off brokerage options, some suggest.
January 8 -