fee simplePershing rolls out new RIA custody fee schedule for firms from zero to $10 billion - a weird dynamic of competing against zero fee custodians who take revenues from client accounts
March surpriseAfter merger shock, LPL staff apologized to Ralph Angelo for blindside, which he now accepts
mood shiftMoody's downgrades entire Wall Street rush to jam private investments into Main Street portfolios
almost freeSchwab 'out-Vanguards' Vanguard (and BlackRock) again by slashing ETF fees up to 50% -- math that works when keeping RIAs is the priority