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The RIA services of Vanguard, Schwab and Fidelity -- for two big reasons -- are cutting into RIA (and wirehouse) market share, Cerulli says

The Big Three, with $30 trillion of AUA, are cross-selling like crazy and have figured out a call center business model that the mass affluent finds appealing.

Author Lisa Shidler April 23, 2024 at 2:29 AM
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Scott Smith: “The opportunity to engage your current provider in an advisory capacity is the path of least resistance to financial planning.”
Brooke Southall and Keith Girard contributed to the editing of this article.

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November 3, 2022 at 1:59 AM

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March 25, 2023 at 1:32 AM

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