Charles Schwab has announced a new hosted version of its PortfolioCenter. It has also launched an iPhone app for advisors to access client account information and transaction data. Meanwhile, OpenView Workflow Library has been updated with 28 new workflows to help advisors. As more advisors break away to become independent, Charles Schwab is positioning itself as a major source of advisor support.
The Independent Insurance Agents and Brokers of America is asking the new president to keep the state-based regulatory structure intact, stating that it is the best way to protect the consumer. Datamonitor believes this argument to be tenuous, as it serves agents and brokers rather than insurers and consumers, and advises President Obama to treat the proposal with a healthy level of skepticism.
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