Schwab’s Bettinger, Clark: RIAs Must Evolve; Robos in ‘Top of the First’
By James J. GreenWelcoming attendees at biggest-ever Impact, Schwab CEO and RIA chief explain robo-advisor strategy and call on RIAs to embrace the challenge of Generation Now.
October 31, 2014
Could FPA’s Waning Power Lead to Its Untimely Demise?Its membership has shrunk even as the number of CFP certificants has risen. The FPA is at a crossroads.
October 29, 2014
Top-Performing Firms Have Raised Fees: TibergienIf you can demonstrate value to your clients, says Pershing Advisor Solutions CEO, then you can charge fees for services, not just on AUM.
October 29, 2014
Should the FPA Get Behind the CFP Board, or Go It Alone?The FPA appears to be at a crossroads in its history, having to decide between two paths for its future.
October 28, 2014
TD Ameritrade Reports Record Earnings for 2014; Advisor Business ‘Firing on All Cylinders’TD Ameritrade execs talk to ThinkAdvisor about their earnings, how the firm lures wirehouse brokers and what they think of Schwab's new robo-platform.
October 27, 2014
The Broker-Dealer as Custodian: Raymond JamesOnce upon a time, you could draw a bright line between an independent broker-dealer rep and an RIA, between an IBD and an RIA custodian.
October 27, 2014
The Rainmaker’s Reign Is OverFirms that rely on one or two rainmakers will find themselves struggling to keep up. It's time for a new strategy.
October 27, 2014
Schwab to Unleash No-Fee Robo-GiantSchwab Intelligent Portfolios for retail investors has minimum of $5,000; will roll out early next year, followed by an RIA version.