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Clients opened 142,000 new accounts last month after Schwab escalated the brokerage industry's price war.November 15
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New KMS Financial Services CEO Erinn Ford’s team has attracted 28 advisors in 2019.November 5
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Jason Wenk, founder of Altruist, is ramping up for an end-of-year debut.October 31
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Strategies may include building out RIA channels and cash sweep programs in efforts to make up for revenue declines.October 25
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The RobustWealth and Wells Fargo acquisitions are boosting the firm’s technology and scale as firms of its type diverge on their approach to a changing industry.October 21
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Carolyn Clancy, head of the BD segment, says its 200 client firms need more tools and capabilities in a new era of wealth management.October 16
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The low-cost brokerage followed its competitors for retail clients and will offer the new pricing to RIAs in November.October 10
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There’s a showdown looming between financial advisors and the custodians that safeguard their clients’ money. It’s been brewing for some time, and the move by Charles Schwab on Tuesday to offer commission-free trading makes the clash all but inevitable.October 4
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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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By adding custody, the leading TAMP could boost revenue per advisor by approximately 200%, according to a recent report.September 30
