An advisor with a $2 million account who is used to paying Schwab $5,000 a year for the referral will now pay $5,250. And if they have a $7.5 million account through the referral, they’ll pay ...

Certinia is to enhance its Partner Program, restructuring and strengthening the support and engagement it already offers partners. Greg O'Sullivan, Vice ...

Schwab had said late last year that it was considering increasing fees for the program. “As we have shared with advisors in ...