Charles Schwab

Although the issuer has amassed $127 billion in less than a decade, only four of the firm’s 22 ETFs focuses on debt.

Firms are seeking these three specialties.

Slower economic growth and increased market volatility have investors seeking large companies with healthy balance sheets.

The top 20 are now home to nearly $1.2 trillion in combined assets.

Advisors report what they love — and hate — about tech at companies holding client assets.

Despite the array of potential options, a handful of names gets the most attention. Do your clients know the major differences in methodology and sector concentration?

Advisors are planning to increase ETFs as a primary option, the firm finds. Plus, “the most exciting numbers in the survey.”

There’s a fix, but many firm owners are reluctant to make the investment.

Thanks to strong organic growth, small RIAs are growing slightly faster than their larger counterparts.

The company’s third-quarter earnings report shows big gains coming from retail and RIAs.