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The $11-trillion brokerage will fund and also use Qapita to 'power' stock plan management inside private companies -- complementing its biggest-ever breakaway from Merrill Lynch, which is focused on public company plans
The deal adds 2,300 Schwab PortfolioCenter RIA users to Tamarac's 1000 mostly high-end users, with a promise of easier migration (maybe) to the cloud
The Schwab technology chief may have stumbled on a strategy for big RIAs, but he also got challenged on his API philosophy by Apex Clearing's Chris Fesler
After Lightyear's Advisor Group nabbed Ed Obuchowski, Schwab went big in replacing him with Andrew Salesky
New franchises are hitting asset goals and five more franchises are in the hopper for launch
The RIA power elite: Part 1 of 2
Ex-wirehouse advisor and teacher Mary Murphy puts her toe in the water, perhaps leading the way
The Industry Sourcebook for RIAs
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