How I Chose My RIA Custodian
I picked TradePMR after running the numbers on trading costs and fees, and things got better when it started using First Clearing.
Forging My Way Toward True Technology Integration
Here's how I'm getting the disparate parts of the technology I use in my practice to work and play well together.
Why I’m Happy With My Custodian
My positive experiences with TradePMR may give you ideas on what you should look for in a custodian.
Wells Fargo’s Peluso Moves From FiNet to Head First Clearing
Wells Fargo's FiNet announced Tuesday that the firm’s president, John Peluso, has been named president of First Clearing Correspondent Services.
John Peluso: The 2012 IA 25 Extended Profile
It probably would have been easier just to ask John Peluso what he hasn’t done during his tenure at Wells Fargo.