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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

Author Lisa Shidler
Admin:
no description available
Rick Meigs: We need Schwab in the marketplace and this is a very positive move for Schwab.

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


Mentioned in this article:

BrightScope, Inc.
Data and ratings for RIAs

401khelpcenter.com
RIA Publication
Top Executive: Rick Meigs




Robert McHeffey

Robert McHeffey

November 23, 2015 — 7:49 PM

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!!!!

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