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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 -
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 10
Chief Investment OfficerMomentum Advisors
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SEC-mandated disclosures for dual registrants could put clients off brokerage options, some suggest.January 8
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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
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The firm commission-free platform already included all Vanguard mutual funds and ETFs as well as thousands of third-party funds.January 2
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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
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Competitors such as Merrill Edge have taken similar measures on commissions.December 12
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The “vast majority” of retail clients already qualified as of October but certain customers were still paying $2.95 a trade.December 9
