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Articles tagged "ClearBridge Wealth Management"


Laura Lutton: We've seen fees come down pretty dramatically.

RIAs overwhelmingly back 529 college plans despite high fees and vanilla investment options
Even if advisors don't buy them, they are steering their clients to college savings plans in spite of their drawbacks

Wednesday 3.7.12
Rick Kahler: I have the magic 5% of clients panicking.

RIAs are managing client fears surrounding the debt ceiling crisis
Harvey Rowen of Starmont gave clients demanding out of the market a constructive way to approach it

Monday 8.1.11
Scott Dell'Orfano: Two years ago, advisors were all about calming clients down.

What a slew of recent RIA surveys say about the firms' hunger for growth
Firms are ready to hire and recruit investors but they're aware that pitfalls abound

Thursday 6.16.11
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Most Emailed Stories »

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Ted Madden: We saw this great opportunity to integrate this business and really capture the full power of Fidelity and focus on growing the business with advisors.Fidelity Investments recognizes power of RIAs in 401(k) market and has increased efforts to work with advisors
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Wayne Bloom: If we have an advisor who wants to be part of the community and values what we bring to the table, I could care less how they are registered.Commonwealth and Securities America get into the RIA custody business and Wells Fargo is right behind them
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Peter Wheeler: There's a one in a billion chance that something like this would happen twice.RIAs get hit with data losses held at small RIA-owned firm that, in turn, blames giant Amazon for lack of backup and for selling its space
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Eduardo Repetto posed with Alex Potts and Chip Roame before telling advisors about a born-of-data, new ingredient in DFA funds.Dimensional's co-CEO tells clients at Monterey event that DFA is changing its Classic-Coke intellectual fund recipe
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Jim Crowley: Success would be 'growing faster than the market at a multiple rate.'Between sessions at INSITE, Pershing execs describe how they'll spell victory in their grand custody merger -- and what stands in the way