The Schwab/TDAI merger is creating opportunities for emerging RIA custodians with more nimble technology, natural language processing tools and automated service.
As the dominant custodian for RIAs, Charles Schwab continues to digest its 2020, $26 billion acquisition of one-time rival TD Ameritrade. Seeing an opportunity, several smaller tech players have stepped forward to build custodial services using more nimble technology and a tighter focus on service….
One year after joining MarketCounsel, the business and regulatory compliance consultancy to independent advisors, Anthony Stich has moved to Moran Wealth Management, a Naples, Fla.-based registered investment advisor with more than $5 billion in assets under management.
Stich, who was executive managing director at MarketCounsel, will serve as Moran’s chief marketing officer, overseeing the expansion of its digital marketing efforts and reach across new platforms and audiences, according to a statement. He connected with Moran via MarketCounsel, which has the RIA as a client.
