Articles tagged "RIA Lawyers"

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Max Schatzow: 'Many consulting firms have partnerships with the big custodians.'

Five RIA Doubletakes: An RIA-only law firm breaks away • Kitces launches picker of 'best of breed' RIA software bundles • Vanguard targets 2070 just as media targets TDFs • SEC fishing for RegBI Scofflaws, including RIAs • CFP appoints first African-American chair

RIA Lawyers will reject RIA custodians• Kitces Nascar montage is now interactive and helpful • Vanguard's super long TDF draws critics• SEC supply lines are stretched with new battle front • Kamila Elliot is ex-DFA, diverse and calling CFP shots

January 12, 2022 at 3:13 AM

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Articles tagged "RIA Lawyers"

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January 12, 2022 at 3:13 AM

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January 12, 2022 at 3:13 AM

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