Custodians/Fee Only Articles

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Raymond James Recruits $575 Million Advisor Team

by FA Staff

Hauser Wealth Management has joined the firm from UBS.

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Schwab Sues Former Advisor Employee Who Defected To LPL

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Charles Schwab & Co. is suing a former advisor employed at the firm for alleged theft of confidential client information.

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Big RIAs Focus On Building Enduring Firms, Schwab Finds

by FA Staff

Large RIAs want to create firms with expanded ownership, institutionalized management practices and greater depth of service, according to Schwab Advisor Services' eighth annual benchmarking survey.

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Wells Fargo Sets Up Elder Alert Unit For Advisors

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Wells Fargo has set up a seven-person unit that the firm’s 15,000 advisors can contact to report suspected cases of elder abuse or dementia.

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JPMorgan’s Dimon Gets Support, Questions Amid Cancer Fight

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Jamie Dimon, whose eight years atop JPMorgan Chase & Co. have made him one of Wall Street’s most powerful leaders, said he’ll start treatment for throat cancer.

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Triad Advisors Adds $260 Million Team

by FA Staff

South Carolina-based Wagner Wealth Management has joined the broker-dealer and hybrid RIA platform.

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Focus On Growth

by Jeff Schlegel

RIAs are thriving, but they can’t rest on their laurels.

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Rebalancing Made Easy

by David Lawrence

Three platforms help advisors with unique needs.

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Home Sweet Anywhere

by Eleanor O'Sullivan

An advisor helps these clients sell their home so they can live in various places around the world.

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Napfa Bans Members From Owning Firms That Take Commissions

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The move prevents Napfa advisors from owning stakes in transaction-based firms and is part of its push to promote fee-only investment advice.

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