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As OneSource asset levels falter, Schwab slashes no-transaction-fee minimum to invest

The San Francisco-based firm is first to create published minimums and all the Big Three custodians point fingers at recalcitrant asset managers

Author Lisa Shidler January 22, 2016 at 10:05 PM
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Craig Iskowitz: The market is talking and they see their assets going down. The smaller account sizes are becoming the long tail for the wealth management business.

Tim Welsh

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Nicholas Gerber

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Craig Iskowitz



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Mentioned in this article:

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh



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