Fees took center stage last month as executives from Fidelity Investments and Charles Schwab Corp. squared off over the merits of so-called free custodial platforms that pass on fees to advisory clients. While many advisers enjoy the free service, the ...

While it might seem improbable that the girth of the multi-billion-dollar custodial industry could be moved by the antagonistic actions of one financial adviser, there is at least potential for a candid and heated debate between prolific blogger, podcaster and ...