Jan 22, 2016
As OneSource asset levels falter, Schwab slashes no-transaction-fee minimum to invest
The San Francisco-based firm is first to create published minimums and all the Big Three custodians point fingers at recalcitrant asset managers
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The San Francisco-based firm is first to create published minimums and all the Big Three custodians point fingers at recalcitrant asset managers
Some RIAs see it as an unacceptable conflict, but the custodians are unabashed about the arrangements
The Boston giant appears to be renting the iShares first-mover advantage as a way to get big in a hurry
The Industry Sourcebook for RIAs