RIAs stay the course in holding Schwab to its promise of an RIA-in-charge 401(k) plan with a promising result
Only when RIAs proved they'd only take 'yes' for an answer on open architecture and themselves installed as fiduciaries did their San Francisco-based custodian yield with just a minor Morningstar contingency
![Robert McHeffey](/_next/image?url=https%3A%2F%2Fwww.gravatar.com%2Favatar.php%3Fgravatar_id%3D295ced3a2aabd3b9b2a2d672b8a3af4e%26default%3Dhttps%253A%252F%252Fucarecdn.com%252F0b5addcb-6e7e-48f1-9e88-2279491e69b9%252Fiphonelogo.png%26size%3D50&w=1200&q=75)
Robert McHeffey
I strongly suggest looking at InvestnRetire
www.investnretire.com
Ask for a Fee disclosure and comparison report generated as a .pdf file.
Very Eye-Opening!!!!
Related Moves
Mike Alfred scores headhunt coup by hiring brother, Ryan -- and, oh yeah, he raised $6 million
The co-founder and CEO of Digital Assets Data not only got his ace sibling but co-founder Kurt Fenstermacher, ex-Bridgewater, took over as COO changing the trajectory of the startup
April 30, 2019 at 5:25 PM
BrightScope, Inc.
Data and ratings for RIAs
401khelpcenter.com
RIA Publication
Top Executive: Rick Meigs