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Rival RIA custody chiefs Bernie Clark and David Canter, who oversee a combined $4.5 trillion, may lock arms to debate Michael Kitces on custody fee transparency -- for a very good reason

The head of Schwab Advisors Services and the head of the RIA unit of Fidelity Institutional are caught in an existential debate to preserve their right to play favorites based on economics, observers say.

Author Lisa Shidler October 20, 2021 at 10:48 PM
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Michael Kitces: I think the team is still trying to figure out availability and scheduling logistics.

RIA Custodians



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Kitces.com
Consulting Firm
Top Executive: Michael Kitces



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