Jun 11, 2018
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
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Evan LaHuta
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Articles tagged "Evan LaHuta"
Jul 1, 2016
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
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