Custodians/Fee Only

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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.

Advisor Gets Chance To Live Because Of Co-Workers' Extraordinary Efforts

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A 48-year-old co-founder and managing director of an RIA firm is scheduled to receive a bone marrow transplant that may save his life.

Back To Normal In Stocks Feels Like Trauma As U.S. Bull Run Ages

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The market hasn’t been this turbulent since the European debt crisis three years ago as volatility in currency and energy markets spill over to equities and Fed policy makers signal a rate increase...

Schwab Says First-Quarter Profit Running 1 Cent Behind Year Ago

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Charles Schwab Corp's first-quarter earnings per share are currently running about 1 cent lower than the 24 cents a share it reported in the first quarter of 2014.

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