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Articles tagged "Levitt Capital Management"


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Jeff Chiappetta: Several years ago, there was more demand to trade in foreign exchanges.

Schwab gins up trading in foreign currencies but not for RIAs

The San Francisco-based broker now has trading in local currencies at 12 foreign equity markets but advisors cite higher priorities elsewhere

November 6, 2012 at 4:17 AM

Robert Levitt: The problem was (that) the other guys couldn't handle us.

State Street's semi-secret success in the RIA custody business

The Boston-based giant typically services RIAs with $1 billion or more in assets - RIAs so big they have their own technology

December 12, 2011 at 6:28 AM

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