Even as new Schwab executive Tom Bradley tours the country reiterating the firm’s commitment to the sub-$100 million advisor, larger RIAs say they too are concerned with service levels and technology downgrades in the wake of the Schwab acquisition, according to a WealthManagement.com survey of TDAI RIAs.
This episode looks at LGBT issues from two different advisors: One who stayed in the closet at his advisory firm, and another who’s son came out as gay at a young age. Both now advocate for and celebrate the LGBT community.
