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Articles tagged "Christopher Van Slyke"


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Scott Smith: Schwab and Fidelty can simply decide not to compete with this arrangement.

DFA RIAs remain in turmoil as Schwab and Fidelity ponder matching TD Ameritrade pricing deal and a key couple of basis points

The Austin, Texas-based asset manager says its door is open for negotiation but the two big custodians in San Francisco and Boston remain mum as RIA CEOs are pressing for clarity

May 2, 2017 at 9:32 PM

Christopher Van Slyke: That pricing is very persuasive. As fiduciaries we'd have to consider TDA the favorite.

DFA and TD Ameritrade strike 'strategic' deal with potential to shift RIA custody power axis

Tension in the three-way relationship between Fidelity, Dimensional Fund Advisors and the RIAs who use both vendors creates opening for Tim Hockey

April 24, 2017 at 6:33 PM

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

Scott Leonard, wife Mandi and sons Luke 7, Jake, 11, and Griffin, 13: The business has no purpose other than to satisfy my personal goals. If my personal need was to go sailing, then I consider the trip a net gain.

Where Scott Leonard's life stands after serving his RIA clients mostly from sea for 2 1/2 years, what cut his trip short and what was most unexpected

The odyssey took a $200-million-in-AUM toll in addition to a partner split and Leonard, 45, still faces, psychologically, the task of building a business from 'scratch'

November 27, 2013 at 6:09 AM

Christopher Van Slyke: From day one (in 2007), when we merged, he told me he was going to go sailing.

Scott Leonard's 2-1/2-year boat odyssey around the world is followed by split with his partner

Christopher Van Slyke realized Trovena was presented with fast-arising opportunities he couldn't pursue with Leonard at sea

November 22, 2013 at 5:47 PM

Scott Leonard (pictured with his wife Mandi and three sons) is discovering that the race does not always go to those in the fast lane.

The advisor who sailed off grid and found a new business model for his $550-million RIA on the way

The head of a latter-day Swiss Family Robinson has been running his firm from a 50-foot catamaran for more than two years -- with unexpected results

August 13, 2012 at 5:43 AM

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