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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 22
FounderWealth Logic -
Planners — and RIAs that want to hire them — have faced hurdles tied to client solicitation rules.January 13
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BlackCrown tried to call foul on Schwab’s anticipated acquisition, asserting it would become an “unlawful monopoly” and stifle innovation in the custodial marketplace.January 3
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Even as new technology and changing client demands force firms to constantly upgrade, advisors have potent defenses to help them stay competitive.December 16
Editor-in-ChiefFinancial Planning
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Who wins, loses after the massive BD merger crosses the finish line?December 11
CEOElite Consulting Partners
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After acquiring TD Ameritrade, Schwab’s custodial division would grow to about twice the size of its closest competitor.December 9
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The robo advisor is also pursuing more banking business.December 6
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Tom Bradley, known as an advocate for independent advisory firms, was hired to support advisors with under $100 million in assets.December 6
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The firm has the edge in “unaided awareness”— a crucial metric in understanding a firm’s significance to the lives of potential clients.December 5
