Articles tagged "Bryan Wisda"
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
January 3, 2014 at 7:00 PM
Fidelity's annual $10,000 custody fee will attach to a wider swath of small RIAs
The dinging of the under-$15-million crowd is painful for initiates but a pleasing prospect for competing custodians ready to welcome defectors