The custodian has relationships with 7,500 registered investment advisors, 4,500 of which have under $100 million in client assets. What's changing, he said, is a move toward specialization based on needs, not assets.
Robinhood promises long-demanded DRIP accounts and fractional share investing, while Schwab provides its own commitments.
Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.
BNY Mellon Pershing execs are sharpening their sales pitch to RIAs in the wake of Schwab's acquisition of TD Ameritrade.
Jul 29, 2021
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Wells Fargo Advisors recently joined competitors like Charles Schwab and Merrill Lynch in offering zero-commission online trades for self-directed investors.
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