Looking to move from wirehouse to RIA. Schwab and Fidelity both look good. Any opinions or comparisons on their research, technology, or culture?

like
Posting as :
works at
You are currently posting as works at

Schwab !

like

Look at TD Ameritrade too. I think TD and Schwab have the better technology platforms. TD has a lot of no trade cost mutual funds and ETF’s but charge about $60 per account (something the custodians forget to mention to you.)

I worked at Schwab and loved their tech but TD is better. Also TD is very compatible with outside tech, which the other two aren’t.

Can’t speak to fidelity but Schwab is great if you get your other tech from them.

Td 100%. This topic comes up a lot and Td is always the answer!

Related Posts

Any significant differences in comp between the Big 4 FDD groups (specifically at senior level)? I’m hearing PWC pays the highest bonuses but not sure if there is any truth to that.

like

I have TSYS HR round tomorrow, how much can I ask for 6 years experience , holding offer of 22 fixed from Citi. TSYS Tata Consultancy Infosys Accenture

How is Nuveen tiaa? How much package I can expect for 7.5 YOE QA Automation with current CTC 10LPA?

Any thoughts on BNP M&A in nyc

like

Hi Fishes,

I have offer from both nagaroo and Publicis sapeint. Project is not decided in PS but Nagarro hire me for the ZS Client itself.

I am looking for job security, wlb and good project to work on.

Fishes, can you please suggest which should I join?

like

Hi Fishes,
Could you please shed some light on Manager(M3) role in L&T insurance domain.
Appreciate your review

like

Got a job offer for Google $62,000 / year as a Data Center Technician. Thoughts?

likeupliftingfunny
like

Technopolis office e kojon lok dhorbe? R Kolkata te approx workforce koto hobe any idea? And kobe khulbe??? Bari boshe boshe jole gelo..

like

How is Cisco 5G development project ,Is it worth considering or rather go to security in F5 networks

like

Anyone here have any experience with The Mars Agency? What’s it like over there?

like

Hi Fishes,
I am currently working in
Citrix for past 6 months with a CTC of 32L+3L+(5L stock options).
Recently got an offer from Wells Fargo for 40L+4L.
Please provide some insights about the work culture in Wells Fargo like WLB, leaves, job security and so. Is it good to join?

like
like

Hello folks,

I am new to fishbowl and recently got an offer from Publicis Sapient for a senior associate. They are offering $136k with unlimited pto benefits. As I am from the industry and haven't heard about this company before, I would like some comments or thoughts about working for this company? How do they invest in their employees (like pay raise, promotions, etc)?

likesmart

Anyone have any tips based on experience of being shomer Shabbat, kashrut, keeping holidays, etc at pwc nyc?

Please suggest which company is best to join Barclays or Pwc for cloud engineer role.

like

How is it to work in dialpad as an automation engineer?

like
like

More Posts

Very random- I need to buy my son a suit. 5’3, 120 lbs. Likely a very small sized men’s suit. He is not happy about wearing a suit so looking for a place to take him to try on lots of suits. Also not trying to spend a ton on a suit he will put grow in 6 months. Any suggestions? Best nordstroms rack in the Bay Area? Will drive!

like

On which day is salary credited In deloitte? Like it's 2nd last working day most of the times at accenture

like

How do you work on getting better at concepting & ideation, are there any tips or resources that can help not just creatives but advertising creatives as a whole come up with good ideation & concepts?

like

What are your thoughts on Selfmade (Netflix) as a viewer and as a producer/marketer/creator?

Post Photo
like

Favorite creative from a black-owned brand?

like

Hello guys is anyone living in chennai nearest to tril infopark tharamani? I am looking for a pg please do let me know if anyone vacancy is there

like

Any idea if someone had take covesheild vaccine in India . Can they take boaster Moderna shot here

like

Got Invisalign (Lite) today!! If all goes to plan, I’ll be done with treatment before fall. Any advice from those who had or have invisalign? 🦷😁🦷

like

2nd year staff from Big 4 looking for a Staff Acct position?Co pays 70/75k max.CPA not mandatory but pref working on it.High growth env. PERSONALITY important.Hardworking&can put in the hours.Bay Area

funnylike

Hi All,

If i accept the offer of company Abc (MNC) to get a counter offer and after getting better offer then if declined company Abc offer, then any penalty needs to be pay for 2 month?

Could you please help me out here.

like

I have 3.11 years of experience as ServiceNow Developer.
With hands-on implementation of ITSM, CSM modules including integrations, good in scripting, virtual agent, flows.
Also ServiceNow certified implementation specialist - discovery (ITOM) and Certified system administrator.

What is the package that I can expect?

like

I’m looking to change careers, I have a lot of experience in several positions which makes my resume, well tough. Anyone have any recommendations for a recruiter to help assist me in finding my new career?!

like

Please help me with 11 likes

likehelpful

The severance package at Meta for laid off employees almost makes it nice to be laid off depending on what your personal situation is….. personally wouldn’t mind getting 4+ months of full pay to reset and think about what’s next 😬

like

Any advise on the best credit cards to use after consulting? Not sure if the travel credit cards are still the best value with the reduced travel.

like

Help! What the hell was I think switching to transactional real estate with a small corporate component? 😳 I feel so rushed all the time, like I can’t get a second to focus and these documents are endlesssss and boringggg. I’m a second year in a mid sized firm that pays close to big law and works opposing big law. Words of inspiration or wisdom, please.

like

My goal is to save 300k by end of 3rd year. HCOL. Do you think I can do it? Or maybe 5th year?

like

Lol a client just emailed saying they want to sign a $1.5bn deal (we are sell side) not at some point before or by, but rather ON CHRISTMAS DAY.

What the hell is wrong with people?

likefunny

Do you have a financial advisor? If so, what firm did you use?

I wanted to get your thoughts on the following:
1. Health Insurance for your parents (assuming they are 60+)
2. Term life options for myself (under 30)

I recently went through a medical family emergency and realised how important insurance is. Any suggestions will be appreciated.

like

Additional Posts in Financial Advisors

My latest prospecting idea is to get address of families with new borns, but I'm struggling to find a way to turn those address into phone numbers. Any suggestions are welcome

like

For advice/fee based platforms: SEI Private Trust or Envestnet as your preferred?

like

Anyone think that they've become more materialistic in this industry?

like

How do you get comfortable eating alone at a restaurant?

like

I do not prospect. I open accounts while slamming a revolving door.

like
like

Has anyone had success selling long term care insurance? How did you position the product? How did you convince the person to buy it? Which policy do you sell the most? Cheapest LTC carrier?

like

13 years experience and no college education. Best way to go about earning my BA and taking the CFP?

like


CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

like

Colleagues, I'm an experienced Relationship Banker looking to start a career as a FA. PLEASE, reply if you are part or you know any local RIAs hiring entry-level individuals in NY. Thanks!!!

like

Heading to Vegas this weekend...winning strategies or things to do?

like

Are blue jeans client-friendly when styled appropriately and paired with a blazer? Or are jeans always a no-go?

like

This is my first yr having access to an FSA through my wife’s benefits. Trying to decide on an amount to contribute and it’s tough. We may or may not get pregnant this year and that’s a huge. Cont..

like

Haha Merrill just reduced the pc payout grid by 3% for advisor below $2m in production

like

Anyone use an auto text reminder service? I rarely have clients forget but I had 1 this week

like

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

like

Anyone know where/how to go about getting L/VL/VA CE credits form insurance carriers? Anyone have some specifics?

like

Anyone in the Houston area?

like

Does anyone have ideas on how to navigate a smaller team environment when everyone’s roles seem to be stretched (hiring for additional people has been taking a while, not sure why). The stress causes some tension and that’s probably not great for the overall morale of the company long-term. I try to ignore and just stay focused on what I need to do yet sometimes proves challenging. I worry it might affect my professional/career growth. Thoughts on this would be helpful, thanks!

like

I need some good career-development or finance-related books, anyone got any recs?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal