Custodians

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  1. Articles

    Pershing playing catch-up with competitors as custodian considers offering commission-free ETFs

    Platforms, popular with RIAs, post tremendous growth for firms, fund managers.

  2. Articles

    Pershing “actively” considers launching commission-free ETF platform

    Custodian considering jumping on bandwagon popular with RIAs as other platforms grow big.

  1. Articles

    TD Ameritrade's Veo dashboard gets boost from big data

    Firm looks to capitalize on adviser growth with tech upgrades, but no new robo-adviser in the offing.

  2. Articles

    Charles Schwab to launch free 'robo'-adviser next quarter

    Launching its own online advice platform, Charles Schwab is aiming to make low-cost, web-based advice even cheaper, but some industry watchers say it could rankle advisers who keep assets with the custodian.

  3. Articles

    How should custodian technology influence you?

    Picking the right custodian requires analysis of more than just how a custodian executes trades; you must consider reputation, service, pricing, accuracy, etc.

  4. Articles

    Schwab signs Morningstar to provide equity research, ratings

    Deal will give advisers access to sector reports and pick lists, as well as daily, weekly and quarterly outlook reports.

  5. Articles

    Custodians jump into the robo game

    New tech offerings designed to help advisers compete against online investment managers.

  6. Articles

    New Fidelity CEO Abigail Johnson wants to be 'accessible to advisers'

    Abigail Johnson, successor at the privately owned, family-run company, wants to understand the businesses of her clients, including advisers.

  7. Articles

    Scottrade retools custodial platform as it works to bolster its numbers

    Scottrade Advisor Services, which has struggled with dwindling numbers of advisers on its platform, is working to stop the bleeding by attracting new RIAs, upgrading its technology and improving the experience for its existing advisers.While Scottrade Advisor Services has primarily served as

  8. Articles

    The big squeeze: End of the golden era

    Four formidable forces are developing to take assets from the standalone local advisory firm and they are quietly building momentum.

  9. Articles

    RCAP to continue clearing with Pershing

    B-D says new deal will result in cost savings comparable to what it would have realized had it moved clearing in house.

  10. Articles

    Custodians ranked by number of RIA custody clients

    FirmAddressCity, State ZipPhoneWebsiteHead of RIA custody business2014 # of clients% change vs. 20132014 assets under custody% changeMinimum assets of advisersSchwab Advisor Services211 Main St.San Francisco, CA 94105(877) 687-4085www.advisorservices.schwab.com Bernie Clark (executive vice ...

  11. Articles

    TD Ameritrade swims upmarket

    United Capital's chief executive, Joe Duran, admits that three years ago, he would not have considered putting any of his millionaire clients' money with TD Ameritrade Institutional.

  12. Articles

    Advisers rebuilt investors' faith

    The Charles Schwab Corp. had a few challenging years following the financial crisis. But a focus on the RIA business has paid off as the firm's RIA custody unit crossed $1 trillion in assets last fall.

  13. Articles

    Schwab adding Morningstar Office to its RIA platform

    Deal part of custodian's integration initiative with tech product providers.