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Schwab will take a machete to Schwab Private Client hyper-fee fund holdings but still steer assets to high-margin OneSource, ADV says

The cost-slashing by the $65-billion AUM San Francisco RIA is meant to streamline and improve process, according to the company

Author Lisa Shidler April 24, 2015 at 4:40 PM
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Peter Mafteiu: This is like overwhelming a reader ... so they really cannot map out the changes that might affect a particular customer.

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