http://wealthfly.com/blog/2006/10/24/your-custodian-is-getting-better-at-competing-with-you/ A blog for investment advisors, brokers and financial planners. Tue, 06 Jan 2009 06:22:11 +0000 http://wordpress.org/?v=2.3.3 http://wealthfly.com/blog/2006/10/24/your-custodian-is-getting-better-at-competing-with-you/#comment-19 WealthFly » Schwab unloads US Trust Corp Tue, 28 Nov 2006 12:25:16 +0000 http://wealthfly.com/blog/2006/10/24/your-custodian-is-getting-better-at-competing-with-you/#comment-19 [...] In a prior post, I talked about Schwab chucking advisors from their referral program. But any advisor lucky enough to still be in the program is in for some good news, Schwab just unloaded US Trust Corp to Bank of America for $3 billion. This gives Schwab one remaining channel for high net worth clients—independent RIAs. [...] […] In a prior post, I talked about Schwab chucking advisors from their referral program. But any advisor lucky enough to still be in the program is in for some good news, Schwab just unloaded US Trust Corp to Bank of America for $3 billion. This gives Schwab one remaining channel for high net worth clients—independent RIAs. […]

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