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Schwab takes its ball back, Edelman sputters
Alex, Ian and Andrew break down two of Citywire's biggest scoops of 2025: Schwab's decision to tighten the eligibility requirements for clients to be referred out to its affiliated RIAs and Edelman Financial Engines halting its sale process and subsequently changing CEOs. The trio also recap Creative Planning's acquisition of retirement plan business SageView Advisory Group and Citywire's flagship CIO Summit in Austin.
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By Citywire
5
44 ratings
Alex, Ian and Andrew break down two of Citywire's biggest scoops of 2025: Schwab's decision to tighten the eligibility requirements for clients to be referred out to its affiliated RIAs and Edelman Financial Engines halting its sale process and subsequently changing CEOs. The trio also recap Creative Planning's acquisition of retirement plan business SageView Advisory Group and Citywire's flagship CIO Summit in Austin.
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