Some Advisers Look Askance at Schwab's Private-Client Group | The Wall Street Journal quotes W. Ben Utley, CFP®

Some financial planners who use Charles Schwab's advisory platform in their practices are beginning to see Schwab as a competitor. W. Ben Utley, CFP® disagrees, but admonishes "We're financial advisors, and we have a fiduciary duty to help our clients. So if there's a better deal out there for our clients, we're all going to jump on it." Article by  Lynn Cowan.