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Roger Hewins: What the heck are they doing for clients to earn this?

Industry leaders puzzled by RIAs' being paid by Schwab and Fidelity for investing in funds

Some RIAs see it as an unacceptable conflict, but the custodians are unabashed about the arrangements

April 19, 2013 at 5:11 AM

Matt Sonnen: I made a lot of mistakes along the way, and I hope I can help others avoid those.

Focus Financial goes after $100-million wirehouse brokers after hiring five employees suited to the task

The big New York aggregator will put the brokers through a one-year seasoning process before placing them in RIA foster homes

April 15, 2013 at 5:16 AM

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