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Articles tagged "Rothschild Investment Corp."


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Mitchell Kovitz: With access to Focus’ resources and capital, we believe Kovitz will be able to enter into its next phase of growth while maintaining our independence.

Focus Financial bags $3.1 billion, 50-person RIA and why it 'really is impressive'

Kovitz Investment Group becomes the roll-up's fourth Chicago holding -- and maybe the most ambitious

January 15, 2016 at 3:20 PM

Bart Bonga: I thought the apology was fairly tepid.

Was Schwab's letter of apology to RIAs good enough?

One advisor called the custodians reaction 'tepid' and others expressed have even stronger feelings

August 19, 2011 at 2:25 PM

Walter Bettinger, Schwab's CEO, is high on ETF-infused 401(k)s combined with independent advice

What to make of yesterday's Wall Street Journal report on Schwab's 401(k) 'bet'

RIAs favor WSJ's suggestion that Financial Engines is getting a close look as an outsourced 401(k) advice provider

June 2, 2011 at 1:44 PM

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