Schwab raises its RIA referral fees; Osaic loses $1B team to Ausdal; the AI tools advisors use — and actually like
(Bloomberg)

Schwab raises its RIA referral fees; Osaic loses $1B team to Ausdal; the AI tools advisors use — and actually like

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发布日期: 2025年3月6日
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CLIENT REFERRALS: The price of participating in the Schwab Advisor Network’s RIA referral is on the rise — but what does that mean for advisors and for the industry??

READ: Charles Schwab plans to hike its referral fees. How will RIAs respond?

Silhouette of businessmen shaking hands in front of an office window

INDUSTRY NEWS: Advisors who want to avoid private equity involvement and maintain independence — like the $1B team that just left Osaic — might be drawn to Ausdal, said Ausdal Financial Partners CMO John Hicks .

READ: $1B team exits Osaic for a more boutique brokerage

Joel Bruckenstein and Bob Veres present survey results at the 2025 T3 conference.
Joel Bruckenstein and Bob Veres present survey results at the 2025 T3 conference.

TECHNOLOGY: More than 40% of advisors say they’re implementing gen AI tools, for various purposes. The latest T3/Inside Information wealthtech survey shows which ones they use, and the ones they actually like.

READ: AI adoption surging in wealth management, T3 survey shows

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