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The advisor advocate’s’ term, to begin in 2021, also will focus on increasing FPA membership.October 17
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As custodial pricing continues to fall, it’s still unclear where firms will make up the the money — but analysts and advisors agree other custodians will follow suit.October 2
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Other custodians are skeptical that financial planners want the tool in the first place.September 18
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Hiring choices are having a ripple effect on compensation.September 12
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Barriers to adoption for RIAs include security concerns and fear of increased client anxiety.September 5
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John VanEngelenhoven, who had worked at Schwab for 14 years, custodies with rival TD Ameritrade at the new firm.August 23
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The executive's sudden announcement raises questions about whether the company’s retail brokerage platform will compete with advisors.July 23
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The exit wasn’t due to any “one thing,” Tim Hockey said.July 23
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Analysts and advisors expressed surprise at the announcement.July 22
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A new offering from the firm aims to allow retail clients the ability to check their portfolios or receive a quote on a security via voice command.July 22
