Client referrals aren't cheap

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Alex Steger, Ian Wenik and Citywire RIA reporter Alec Rich (in his podcast debut!) discuss Charles Schwab's decision to raise fees in its lucrative Schwab Advisor Network referral program and discuss what an RIA acquisition in America's chocolatiest town means for the dealmaking world at large.

14 Feb English United States Investing

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Using a poll of attendees at Citywire's San Diego CIO Summit as a jumping-off point, Alex, Ian and Sam discuss when — or if — an RIA will go public, why private credit is simultaneously both popular with and scary for wealth managers and a rollback of some SEC proposals…

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