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Articles tagged "Marc Cohen"


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Michael Kitces: 'Clients paying fair fees is our fiduciary responsibility.'
March 18, 2022 at 2:00 AM

LPL's Marc Cohen will discuss RIA custody fees with Michael Kitces to fill the big void left by the heads of his firms's two largest RIA custody rivals.

The 'Great Debate'--pitting Bernie Clark and David Canter against Michael Kitces--collapses after the Schwab and Fidelity custody chiefs have second thoughts

In October, Canter laid down the challenge, Clark sided with him and the Nerd's Eye View publisher and RIA advocate called their bluff.

March 14, 2022 at 2:57 AM

[Melissa Gray and] David Darby: We feel this is the future of the wealth management advisory business.

Dynasty Financial wins its first Goldman Sachs team -- a Schwab RIA now with $1 billion of UHNW advised assets

Amid 'uptick' nationally in Goldman Sachs teams bolting, David Darby and Melissa Gray reunite with big help from the New York umbrella firm and Black Diamond software

June 6, 2017 at 2:15 PM

Kellyanne Conway, flanked by Marc Cohen and Brian Hamburger, uttered not a word related to DOL, Dodd Frank or any other RIA-related matter.

MarketCounsel Summit weathers Trump mayhem as Scaramucci and Priebus bail and Kellyanne Conway makes a night flight to Miami

A frenzied speaker-substitution effort was capped by a wee-hours lobby stakeout for Conway

December 6, 2016 at 9:17 PM

Marc Cohen: Frankly a number of our attorneys stayed up way too late sitting around a conference table continually throwing out words that could possibly get someone into trouble.

MarketCounsel's MailBanc automates away some of the liability risk of instant communications

A web-based email archiving and compliance tool for small to mid-size RIAs

June 29, 2010 at 4:21 AM

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