‘RIA-ization’ Transforming Advisor Industry
Advisors have lots to consider when using a corporate RIA or starting their own, says a panel at FSI OneVoice 2015.
TD Ameritrade Launches 4 Initiatives at National Conference
TDAI chief Tom Nally also vows company will remain “focused and vigilant” on advocating for the fiduciary standard.
TD Ameritrade CEO Tomczyk: ‘Not Obvious We’ve Hit Bottom’ on Oil Prices
As for where to invest, Fred Tomczyk thinks U.S. equities are still the way to go.
RIAs Rarin’ to Compete in 2015: TDAI Survey
“The steady movement of assets into the independent wealth management channel shows no signs of slowing,” TDAI's Nally said ahead of the firm's national conference.
Interest Rates Are Advisors’ Biggest Concern: Fidelity Poll
Advisors are balancing an expected rise in interest rates with generating steady income for clients in the current low-rate environment, a Fidelity poll found.
Morningstar App Brings Office, Advisor Workstation to iPad
Morningstar released a new app for the iPad on Wednesday to complement the desktop versions of Morningstar Office and Advisor Workstation.
Vanguard Boasts a Trillion Dollars Worth of Boredom and Counting
Martha King makes the non-excitement of Vanguard into a virtue at the Inside ETFs Conference.
RBC to Buy City National, Boost U.S. Wealth Operations
The U.S. operations of the Canadian bank currently include about 2,000 reps and $280 billion in assets.
More Focused, Less Frequent Marketing Gets Advisors’ Attention
Product providers’ efforts to reach financial advisors may be for naught if they don’t ease up on how often they’re communicating with them.
So You Want to Launch Your Own ETF?
With a strong idea, loyal clients or unique niche, today you could rightly say: “When I want to invest in an ETF, I launch one.”