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Rivals cite lingering challenges for the ubiquitous software but its custody platform tie-in is a difference-maker, Joel Bruckenstein says
At the MarketCounsel event, the Dynasty Financial chief promises not to toss softballs at the RIA custody heads, saying he knows their strengths and weaknesses
The Schwab chief tells 160 RIAs with $200-billion-plus of assets to learn to love and attract a poorer, younger, higher maintenance -- but lower mileage -- client pool
There was the usual fertile atmosphere for advisor-on-advisor chats and some impatience with RIA custodial heads' bloviations
The RIA custody leader may find it easier to promote its size as an advantage with a nice round nine-zero number
Attendees were greeted by disgruntled ex-Schwab advisors chanting 'Find out how Schwab terminates' and Fidelity's RIA campaign jumped out at you on every sidewalk
Roll-ups and other mezzanine firms are squeezing RIA custody margins as a value proposition but the big-brand custodians -- and some new ones -- are liking the cards they have to play
Speeches by outside experts seem less important when Schwab itself, as Mother Ship, is in such a state of flux as it rushes to win HNW investors for its own RIA account
From naked fear in the 401(k) realm to ad campaign overhauls in custody world, advisors read up on big picture information defining their business
The overseer of Schwab RIAs explains the San Francisco giant's difficult-to-do-business-with reputation and the long rollout of SII
Advisors are gaining some ground but the crunch of fees and service on plan purveyors gets worse and worse
CEO Walter Bettinger wants his company, long a kingpin in the discount brokerage realm, to become a 'challenger brand' again
Cozying up to academic institutions has both a charitable and a shrewd side; Zero Alpha Group also launches an education project
RIA Stands for You will use things like digital New Yorker ads, messaging and candid videos with RIAs is funneling down to phone calls from virgin prospects
One area of weakness for RIAs is finding the resources, time and expertise to train people, and Schwab is addressing the need
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