Jan 3, 2014
Fidelity loses some RIA assets over its new DFA/Vanguard fees but other RIAs crunch the numbers and soldier on
Some advisors reason transaction hikes are actually cheaper than hidden costs of other mutual funds -- others are just fed up
Person
3 articles
Some advisors reason transaction hikes are actually cheaper than hidden costs of other mutual funds -- others are just fed up
The dinging of the under-$15-million crowd is painful for initiates but a pleasing prospect for competing custodians ready to welcome defectors
The Industry Sourcebook for RIAs