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Articles tagged "Stan Erlich"

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Stan Ehrlich: Why does Schwab want to franchise its brand and potentially put itself in conflict with some of its own RIAs, such as me and many of my peers in NAPFA?

Are Schwab’s independent branches an opportunity or a threat to RIAs?

For RIAs with financially profitable practices that meet their lifestyle needs, I think owning a franchise would take them back a few steps.

December 9, 2011 at 4:03 PM
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