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Articles tagged "FNZ"


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Bill Crager: 'All economics related to custody average around 15 basis points.'

Envestnet will roll out RIA custody by 2024, disputing Bernie Clark's lean Schwab profit math, by citing average 15-basis-point margins

The Berwyn, Pa. company says Schwab's own public disclosures Clark's 'nine basis point' claims, though Envestnet will likely need to hand over as much as half the take to FNZ, a competitor says

May 13, 2023 at 1:03 AM

Gabriel Garcia: We’re focused on getting loud in the RIA space.

With a 'loud' RIA custody outburst under ex-Schwabbie, SEI piles onto a mob effort to break Schwab/TDA RIA custody stranglehold

Gabe Garcia is not alone seeing Schwab's ballooning scale as something to pop-- with Envestnet, Altruist, Goldman, LPL, TradePMR and AssetMark all working on new delivery models.

May 5, 2023 at 3:44 AM

Bill Crager: We look forward to working closely with FNZ to provide scaled, streamlined, deeply connected experiences

Bill Crager reads the room and commandeers State Street's old RIA custody unit for Envestnet with FNZ deal

With sandbox rules out the window, Envestnet CEO will private label re-branded State Street Wealth Manager Services -- 'one of biggest long-term opportunities to date,' analyst writes

November 10, 2022 at 10:48 PM

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