Tag:
Ria
Latest Headlines
Latest Headlines
Investment advisors miss gifts from mutual fund companies
It's no secret that registered investment advisors are trending toward lower-cost products for their clients. The idea of sticking their clients with huge loads just isn't playing well in a lot of
Citi embraces a new retail model
Deborah McWhinney, former head of Charles Schwab's RIA has wasted no time imposing a new order on Citi's ( C ) retail services. She has moved the bank to a fee-only model, eliminating brokers who are
