Custodians/Fee Only

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Marron's Lightyear Buys Majority Stake In Midwestern RIA, Looks At Others

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After selling Cetera for $1.6 billion, Don Marron's PE firm acquires a majority stake in a Wealth Enhancement Group with $4.8 billion in AUM and looks at other RIAs.

Fidelity, FirstPoint Team Up To Handle Advisors' Smaller Relationships

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Fidelity and FirstPoint, a Mariner Wealth subsidiary, have teamed up to offer advisors help with mass affluent clients.

Schwab Robo-Advisor Launch Leads To Public Feud

by Mark Miller/Reuters

Charles Schwab's foray into the "robo-advisor" market has led to a public feud between the company and an investment manager who called the move a departure from Schwab's core values.

How Safe Are Your Clients’ Assets?

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Cybercrime is a growing threat in the advisor industry.

What Makes Orion So Special?

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It should be able to deliver the tech services advisors need in the years ahead.

So, Who Are You Calling An ‘Advisor’?

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It has nothing to do with competency, but call a ‘salesman’ a salesman.

Advisor Network Brings $2B To LPL's RIA Platform

by FA Staff

LPL Financial announced today that the Center for Wealth Planning (CWP), a nationwide network of independent advisors, has joined its RIA custodial platform.

Pay For Top Charles Schwab Corp Execs Fell 5-10 Percent In 2014

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Walter Bettinger, president and chief executive of Charles Schwab Corp, earned $11.8 million in cash, options and restricted stock awards in 2014, 7 percent below the $12...

SEC’s Plan On Broker Rules Has Both Sides Cheering, Jockeying

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When SEC Chair Mary Jo White backed tighter rules for brokers last week, her words were greeted with cheers, oddly, by both supporters and opponents of the controversial plan.

Schwab Lays Out Specs Of Forthcoming RIA-Focused Robo Program

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The institutional-level program for advisors follows the recent rollout of its retail robo offering.

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