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Our industry is one of the few that’s barely experienced pricing pressure ... so far. Here's how to assure you keep providing value to clients.
January 10Momentum Advisors -
In the 1960s, iconoclastic reformers started a campaign to kill fixed brokerage fees. Today, we’re witnessing the logical culmination of that effort.
January 3 -
The firm commission-free platform already included all Vanguard mutual funds and ETFs as well as thousands of third-party funds.
January 2 -
While advisors have embraced cheaper trades, the move may have long term effects on strategies for client portfolios.
January 2 -
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Money clients don’t currently have in stocks will automatically go into a separate account paying 1.8% interest.
December 12 -
Competitors such as Merrill Edge have taken similar measures on commissions.
December 12 -
The “vast majority” of retail clients already qualified as of October but certain customers were still paying $2.95 a trade.
December 9 -
After acquiring TD Ameritrade, Schwab’s custodial division would grow to about twice the size of its closest competitor.
December 9 -
While the acquisition still needs regulatory approval, combining the two companies could be considered “anti-trust” in a different way.
November 26