Articles tagged "Evan LaHuta"

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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

Evan LaHuta: Is it reasonable to offer this type of discount for new clients, but not your long-term valuable existing clients?

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

July 1, 2016 at 8:25 PM

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Articles tagged "Evan LaHuta"

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June 11, 2018 at 7:33 PM

July 1, 2016 at 8:25 PM

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Articles tagged "Evan LaHuta"

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June 11, 2018 at 7:33 PM

July 1, 2016 at 8:25 PM

RIABiz Directory

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