Articles tagged "Bryan Wisda"


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Fidelity loses some RIA assets over its new DFA/Vanguard fees but other RIAs crunch the numbers and soldier on

Some advisors reason transaction hikes are actually cheaper than hidden costs of other mutual funds -- others are just fed up

January 3, 2014 — 7:00 PM UTC

Fidelity's annual $10,000 custody fee will attach to a wider swath of small RIAs

The dinging of the under-$15-million crowd is painful for initiates but a pleasing prospect for competing custodians ready to welcome defectors

September 24, 2013 — 5:02 AM UTC
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