DOL extends the fiduciary rule delay, more SRI options for donor-advised funds and does cryptocurrency platform Coinbase really have more users than Charles Schwab?
There’s plenty of opportunity, argued a panel of acquiring RIAs at Schwab IMPACT. But unrealistic expectations on the part of buyers and sellers mean there is far more “frog kissing” than actual matches.
CEO Abby Johnson has moved her moved her office to the 11th floor of Fidelity’s headquarters, where many of the money managers and other key employees work.