The evidence is clear that since the markets and economic crisis began advisors have been working longer hours, in particular spending more time with clients, while their revenues have suffered. In response, Charles Schwab Advisor Services announced June 25 a series of moves that will have the net effect of reducing costs to the RIAs that custody with Schwab. Beginning in July, Schwab said it will waive commissions on electronic equity trades and reimburse transfer-of-account fees charged by contra brokers for up to one year for new-to-Schwab clients of advisors who open accounts by the end of 2009. In addition to a number of technology enhancements, Schwab will also waive 2010 maintenance fees for the 2,200 RIA firms that use its PortfolioCenter portfolio management software and license that software through Schwab.
ThinkAdvisor's TechCenter is an educational resource designed to give you a competitive edge by keeping you abreast of new tech innovations and need-to-know information that can be applied to your business.
ThinkAdvisor and the College for Financial Planning have partnered to bring you a series of helpful educational tools that you can use to take your career to the next level.
Your resource for news, research and analysis to help you deliver more effective outcomes to your clients.
One of the most popular investment strategies may be one of the least successful.
Find out how to cut through interest-rate noise.
Now may be a good time for investors to revisit their fixed-Income strategy.
Sep 13, 2017
Join this complimentary webcast to learn a new way to evaluate vision benefits so you have truly useful information that will help you find the...
Aug 30, 2017
Join this complimentary webcast to learn strategies and tips that will improve enrollment for your clients and their employees.
Aug 29, 2017
Join this complimentary webcast for an in-depth discussion on the business cycle and finding fruitful opportunities to invest in each phase.