RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "Alec Lucas"


Headline

Publish date


Jeff DeMaso: You know the story. No resolution; no phone call; no nothing. These shareholders are now considering Fidelity.

Vanguard Group kills it (again) in 2022 with winning formula -- low fees and low service -- yet analysts wonder how long customers will tolerate chronic service glitches

The Malvern, Pa. firm mostly blew away the index-investing field in a tumultuous year as its size strained its service; analysts sense a breaking point could come as service aces Schwab and Fidelity shrink its price advantage.

January 25, 2023 at 2:53 AM

— There are no additional results —

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo