Structured note technology for advisors | Financial Planning
Some worry the complex financial products are being pushed to investors who don’t fully understand the risks.
Source: financial-planning.com
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Facing Advisor Complaints, Schwab Adds Staff
Facing Complaints, Schwab Adds Staff as Short-Term Fix In the midst of its integration with TD Ameritrade, Schwab is facing angry advisors fed up with poor service. The recent substandard service provided by Charles Schwab is a case of more money, more problems, according to the firm. Advisor complaints of subpar service from the custodian prompted a more detailed explanation of the “confluence of challenging factors” the company encountered over the past few months. The firm was swamped by “record breaking flows of new assets over the last three to four months” that overwhel...
Source: wealthmanagement.com