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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 -
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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“There definitely will be people who don’t win in this,” says Altruist founder Jason Wenk.December 17
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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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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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When Advice Pay's Mary Moore shared the story of her alleged sexual assault, an outpouring followed. This public discussion is vital for change, says wealth manager Rachel Robasciotti.December 6
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In search of new sources of revenue now that it has slashed fees on stock trades, the brokerage giant could use the influx of deposits to grow its loan portfolio and add new banking services.December 5
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While the acquisition still needs regulatory approval, combining the two companies could be considered “anti-trust” in a different way.November 26
