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Mark Viani

2 articles

Articles tagged "Mark Viani"

Mark Viani: I'd be surprised if the fees were not ultimately imposed, more or less as proposed.

Mar 6, 2026

Charles Schwab & Co. halts (amid RIA howls) imposing $5-per-account, trading fee -- for now -- though the custodian only assures hiatus; experts expect 'narrower' fee application as outcome

RIA custodian sets June 1 as target date to activate high-ticket commissions, but faces hard power dynamic from imposing fees asymmetrically on giant RIAs with heft to push back, experts note.

Michael Aroesty: 'If this policy were to go through on all block trades, it would be very impactful for our clients.'

Feb 6, 2026

Schwab discloses it's set to levy new $5-per-client, per-block-trade fees that could balloon cost for RIA custody clients by thousands of dollars

The RIA custodian has posted the coming fee on its pricing schedule -- raising questions related to trade-away policies, best execution and payment-for-order-flow.

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Mark Viani

Articles tagged "Mark Viani"

Charles Schwab & Co. halts (amid RIA howls) imposing $5-per-account, trading fee -- for now -- though the custodian only assures hiatus; experts expect 'narrower' fee application as outcome

Schwab discloses it's set to levy new $5-per-client, per-block-trade fees that could balloon cost for RIA custody clients by thousands of dollars

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