News
66% of RIAs used Schwab as a custodian in 2024: Data
A new data analysis from advisory research firm Advicer.bio broke down custodial platform usage trends over the last several years.
Summary as published by Citywire RIA
Read the full story at Citywire RIA →Citywire RIA may require a subscription.
More on Schwab
Schwab hub →Financial Planning · Oct 21, 4:48 PM ET
What Schwab's new ETF platform fees mean for clients, advisorsRIABiz · Oct 21, 4:09 PM ET
Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysFinancial Planning · Oct 19, 6:30 PM ET
Schwab's long-short plans raise questions about competitionFinancial Advisor IQ · Oct 19, 1:00 PM ET
Schwab CEO Not Fearful of an AI-Driven Asset Drain
Financial ADVSR links to reporting from across the industry. This story was reported by Citywire RIA. Financial ADVSR is not affiliated with Citywire RIA. Updated every 10 minutes.