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Top 7 RIA takeaways, including some ouches, from Charles Schwab's earnings commentary

Windhaven's reverses are official, Schwab is minting advisors at its 'Wealth Academy' and the ETF 401(k) plan found just one taker but Schwab's asset growth is stellar

Author Lisa Shidler October 17, 2014 at 5:27 PM
1 Comment
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Walt Bettinger: Against a backdrop of heightened market volatility during the quarter, we saw increased utilization of the help and advice available through Schwab.

RIA Custodians


Mr RIA

Mr RIA

October 17, 2014 — 6:32 PM

Advisors, please move your money to another custodian who doesn’t compete with use… your revenues are funding a giant competitor… you don’t need Schwab.


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