Starting in February, the more than 9,000 financial advisers that custody client assets at Charles Schwab & Co. will have no-transaction-fee access to the least-expensive share class mutual funds offered by T. Rowe Price. The arrangement between the mega-custodian in ...

Skip Schweiss, a long-time executive at TD Ameritrade Inc., has been appointed chief executive of Santa Monica, California-based Sierra Group of Cos., effective Oct. 1. The Sierra Group manages or advises on more than $9 billion in assets. It’s made ...

RIA service providers are notching strong growth in clients and assets under custody, according to a review of publicly available data, as well as information provided directly by firms in the annual InvestmentNews Custody & Clearing surveys. The breakneck pace ...