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Rick Wurster walks Wall Street analysts through three-part 'custody-fee' RIA plan with one surprise -- a play on 'RIA value chain,' likely a TAMP, one analyst says

Schwab's CEO-in-waiting seemed to postpone an explicit custody fee indefinitely, citing abject RIA push-back

Author Lisa Shidler October 16, 2024 at 2:02 AM
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Rick Wurster: These are all areas that we are exploring as it relates to a custody fee.
Brooke Southall and Keith Girard contributed to the editing of this article.

RIA Custodians



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October 3, 2024 at 10:12 PM

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May 25, 2024 at 2:45 AM

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