John O’Connell Featured in Wealth Solutions Report: Is Your Firm Over-Trading Because Technology Makes It Easy?
John O'Connell wrote this piece for Wealth Solutions Report on why RIAs facing Schwab's new $5 block trade fee should look at trading discipline before touching their pricing. Most firms can reduce their fee exposure through trading discipline alone, before any conversation about pricing strategy becomes necessary, he argues. Re-balancing frequency, drift bands, and...