Schwab Hires Back Exec From LPL to Work with Big RIAs

Published on May 6, 2025

Julian Lopez will return to Schwab to work with its “largest and most complex” independent advisors after a stint as LPL's lead RIA relationship manager.

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The Hidden Cost in Investing: Negative Compounding & the Opportunity Cost of Fees

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This article focuses on asset-based fees that cover both advice and investment-related costs, which is a model that I believe is best-suited for most individuals, as advisors can add value across multiple dimensions.

CEOs Celebrate Buffett as He Ends His 5,500,000% Run

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