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Articles tagged "Litman/Gregory"


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Lon Morton: Most potential clients do not fully appreciate the differences between dealing with an advisor from a Merrill Lynch or other wirehouse versus a fee-only advisor -- RIA.

Advisor Spotlight: Lon Morton went from being a minor league baseball player to a major league RIA

Morton Capital Management gets referrals from both Schwab and a local bank that acquired it

March 31, 2010 at 6:23 AM

Charles Goldman: Service and knowledge of clients’ accounts is not the place to skim.

Goldman aims to make red carpet service for RIAs universal at Fidelity Investments

Boston investing giant is showering tip-top clients in service but it won't stop there, advisor exec says

November 24, 2009 at 6:14 AM

Steve Disenhof: The service offered by the broker-dealer's team will make or break the relationship

How to choose between the bewildering custody choices

Litman/Gregory took its time and checked all the boxes

October 2, 2009 at 4:12 PM

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