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Most Emailed Stories »

Eric Poirer [r.] with Joe Lonsdale: There are 10 or 20 custodians just for a mid-sized RIA. It's just a giant mess.
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Addepar lays out world-fixing vision and rolls out upgrades at swanky The Battery event in San Francisco

Peter Mangan: If you don't become asset custodians, we won't become investment advisors.
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Peter Mangan taunts rival RIA custodians as Shareholder Services Group adds weapons, advisors

Peter Mafteiu: This is like overwhelming a reader ... so they really cannot map out the changes that might affect a particular customer.
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Joe Duran: We think this is the closest example to what Dimensional Fund Advisors does.
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United Capital chases DFA's MO, trains '1099 advisors' and co-opts Starbucks brand guy

Marcia Wagner: I don't want obnoxious crap like that in my contract.
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Why exactly DOL's latest action is so shocking to so many brokers -- and even ERISA lawyers -- despite years of warnings


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