News, Vision & Voice for the Advisory Community


Why ETF sponsors are ponying up big fees to get on Schwab's ETF OneSource in a bid for access to ticket-averse RIAs

Direxion hands over much of its management fee to Schwab, its CEO says, but the rewards are worth the sacrifice

Author Lisa Shidler October 9, 2014 at 6:25 PM
no description available
Brian Jacobs: It's a substantial portion of our management fee. It's not coming out of clients' pockets. There's no cost to the clients. They're getting a good deal.




Pete Giza

Pete Giza

November 2, 2019 — 6:36 PM
Lisa, You have to love the chaos being generated by these disruptive changes! The door of opportunity is rarely opened on such a scale. I haven't been so excited about technology innovation for a long time. Pete Pete Giza | CPO | AdvisorPeak Inc
brooke southall

brooke southall

November 2, 2019 — 7:19 PM
Spoken like an entrepreneur who can see the whole playing field. -Brooke

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings

Common Tags

Recent Articles

Popular Writers

RIABiz logo


About Us




RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.