Schwab Advisor Services

Schwab Advisor Services

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Business head: Bernie Clark

No. clients: 7100

AUC: $1,136,500

advisorservices.schwab.com

In the News

Betterment for Advisors debuts paperless ACATS system

June 17, 2019 - Betterment wants to remove more paperwork from the day-to-day lives of financial advisers. The digital advice company is making the Automated Customer Account Transfer Service, or ACATS, completely paperless for financial advisers using Betterment for...

Robo offers SRI portfolios supporting racial justice

June 6, 2019 - OpenInvest, a digital advice startup focused on impact investing, is introducing a new spin on socially responsible investing by building portfolios consisting only of companies committed to racial justice, both in the workforce and among executive leadership....

Next-gen portfolio management tool from Schwab is now live

April 24, 2019 - Schwab Advisor Services is moving ahead with its next-generation portfolio management technology, bringing Portfolio Connect out of the test phase and on to the market. Schwab is positioning Portfolio Connect as a simpler, cost-effective alternative to...

Fidelity boosts technology integration for advisers

April 24, 2019 - Fidelity Institutional is expanding the roster of third-party technology available to advisers through its Wealthscape Integration Xchange, adding account aggregation tools from Addepar and client relationship management capabilities from Wealthbox. Its...

Custodians no longer at the center of RIA technology hubs

March 1, 2019 - The relationship between custodians, registered investment advisers and technology vendors is evolving. RIAs today are demanding deeper and more robust data on clients so they can provide new services like financial planning, but these advisers are increasingly...

Charles Schwab selling PortfolioCenter to Envestnet Tamarac

February 21, 2019 - Charles Schwab is selling PortfolioCenter, a portfolio management and reporting engine used by 3,000 registered investment advisory firms, to Envestnet Tamarac. Envestnet announced the acquisition Thursday afternoon when reporting its fourth quarter 2019...

The RIA space is hot, and brokers are on the move

January 26, 2019 - After working for more than 25 years in the securities industry, first as a broker and then as a hybrid adviser, Nathan Bachrach dropped his Financial Industry Regulatory Authority Inc. registration in 2012 and became a fee-only adviser. Mr. Bachrach...

LPL affiliate Private Advisor Group launches new plan to attract wirehouse brokers who may want to go RIA

January 10, 2019 - LPL Financial's largest affiliate, Private Advisor Group of Morristown, N.J., is launching a new platform its partners believe will give it the ability to attract wirehouse brokers who want to transition to the RIA channnel. Private Advisor Group is a...

Will LPL's new emphasis on recruiting from wirehouses pay off?

December 21, 2018 - Recent moves in the recruiting group at LPL Financial make it clear that the firm is trying to target more registered reps and financial advisers who currently work at wirehouses and convince them to leap to a broker-dealer where they labor as independent...

Why Laurie Nardone Chose Independence

December 17, 2018 - In this final installment, InvestmentNews Content Strategy Studio discusses the journey to becoming an independent Registered Investment Advisor (RIA) through the lens of three advisors' unique experiences. Below, Laurie Nardone, CFP® and managing principal...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

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