Person

Stephen Janachowski

3 articles

Articles tagged "Stephen Janachowski"

Kunal Kapoor: Research and ratings of active funds is likely to continue to play a role in fund selection in the future.

Mar 22, 2017

How and why Morningstar sliced 16 bps for RIAs by dumping third-party mutual funds and stamping its Switzerland brand on its own mutual funds

Morningstar offers a Bogle-like rationale damning third-party mutual fund wrappers as an extravagance in $7 billion Managed Portfolios product

Evan LaHuta: Is it reasonable to offer this type of discount for new clients, but not your long-term valuable existing clients?

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

Stephen Janachowski: Partnerships are harder than marriages.

Sep 17, 2013

With cash and grace, Brouwer & Janachowski attracts another $100 million firm by creating a never-say-retirement home for older RIAs

Using Seton Smoke deal as a template, the $1.1 billion RIA adds a firm helmed by a local 68-year-old

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Stephen Janachowski

Articles tagged "Stephen Janachowski"

How and why Morningstar sliced 16 bps for RIAs by dumping third-party mutual funds and stamping its Switzerland brand on its own mutual funds

Schwab launches biggest RIA-targeted price war in years -- but TD and Pershing say they won't play along

With cash and grace, Brouwer & Janachowski attracts another $100 million firm by creating a never-say-retirement home for older RIAs

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