Articles tagged "Evan LaHuta"
Pershing CEO Lisa Dolly flaunts size and software at INSITE 2018
The new leadership continues to push RIAs to see the custodian as less niche but more nimble
June 11, 2018 at 7:33 PM
Schwab launches biggest RIA-targeted price war in years -- but TD and Pershing say they won't play along
In what may be a prelude to commission-free RIA custody era, Schwab eliminates equity and ETF commissions for all new clients for a year; Fidelity says it is still cheaper