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Schwab RIA execs reconfirmed repapering will not be needed for the majority of accounts, and ThinkPipes and iRebal will be included on Schwab's platform.
Moving into a new stage of growth, the $33 billion, partner-owned RIA has created a digital app to 'seamlessly' connect clients—with their advisors and with each other.
The new custom SMA offering, an expansion of Fidelity’s direct indexing lineup, will be broadly available to RIA, broker/dealer and family office clients in 2023.
At its annual Fearless Investing Summit in Salt Lake City, CEO Aaron Klein also announced that the company would not become a turnkey asset management platform.