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Articles tagged "Bryan Wisda"

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Christopher Van Slyke: It's not black and white or we'd all use the cheapest custodian.

Fidelity loses some RIA assets over its new DFA/Vanguard fees but other RIAs crunch the numbers and soldier on

Some advisors reason transaction hikes are actually cheaper than hidden costs of other mutual funds -- others are just fed up

January 3, 2014 at 7:00 PM
Mike Durbin: We will be working very closely with those active clients with less than $15 million to see how we may be able to help them grow their business.

Fidelity's annual $10,000 custody fee will attach to a wider swath of small RIAs

The dinging of the under-$15-million crowd is painful for initiates but a pleasing prospect for competing custodians ready to welcome defectors

September 24, 2013 at 5:02 AM

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