Articles tagged "Sontag Advisory"
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Industry leaders puzzled by RIAs' being paid by Schwab and Fidelity for investing in funds
Some RIAs see it as an unacceptable conflict, but the custodians are unabashed about the arrangements
April 19, 2013 at 5:11 AM
Once Exhibit A that roll-ups are a flop, NFP is emerging as a stingy, strategic player
Under outgoing CEO Jessica Bibliowicz, the bruised but fast-growing New York aggregator no longer resembles its insurance-dependent 2008 self
September 11, 2012 at 2:48 AM
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