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Comments and observations from the co-author of THE INVESTMENT ANSWER. Monday, June 29, 2015. Custodians Make Payments to Advisory Firms. Shareholder service expenses paid by Schwab and Fidelity from no-transaction-fee funds. Thursday, June 25, 2015. Dimensional Receives Top Mark for Stewardship. Morningstar recently issued a new Stewardship Grade for. The firms overall grade- which considers corporate culture, fund board quality, fund manager incentives, fees, and regulatory history- is an A. Ron Lieb.CONTENT
This web page dangoldie.blogspot.com states the following, "Comments and observations from the co-author of THE INVESTMENT ANSWER." We saw that the webpage said " Monday, June 29, 2015." It also said " Custodians Make Payments to Advisory Firms. Shareholder service expenses paid by Schwab and Fidelity from no-transaction-fee funds. Thursday, June 25, 2015. Dimensional Receives Top Mark for Stewardship. Morningstar recently issued a new Stewardship Grade for. The firms overall grade- which considers corporate culture, fund board quality, fund manager incentives, fees, and regulatory history- is an A."