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Four on the floor: Items of interest to RIAs this week

Russell defines the RIA-client gap, the latest from Loeper's Wealthcare, Vanguard halves a fund fee and FOX announces a make-your-own-family-office seminar

Author Lisa Shidler December 8, 2011 at 6:05 AM
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David Loeper: The '68 convertible wasn't [the biggest] priority for the client but when he was overfunded, we told him to go buy it. Then we found one for him.


Related Moves

RIA Quick Takes: Orion deepens DFA embrace by using it as portfolio manager-inside-ETF ~ Hardship withdrawals surge at Vanguard and Fidelity ~ Schwab hires 400 ~ Fidelity flips six funds into ETFs ~ Kitces makes list before Christmas ~ Amit Dogra has $1 billion of good news from his new Portland gig

Americans are struggling, though jobs are plentiful; Larry Fink's ESG zeal costs BlackRock another client, just as the Vatican issues ESG guidance; UBS says we didn't like you anyway to mass affluent and Michael Kitces and Craig Iskowitz join forces.

December 3, 2022 at 3:16 AM


Mentioned in this article:

Russell Investments
TAMP
Top Executive: Jennifer Tice

Family Office Exchange
Consulting Firm
Top Executive: Sara Hamilton



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