Fidelity’s Durbin: Betterment Deal Keeps Advisors ‘Front and Center’
Co-opting a robo-advisor like Betterment Institutional also provides an opportunity for RIAs to segment client base, says head of RIA custody unit.
Top-Performing Firms Have Raised Fees: Tibergien
If you can demonstrate value to your clients, says Pershing Advisor Solutions CEO, then you can charge fees for services, not just on AUM.
TD Ameritrade Reports Record Earnings for 2014; Advisor Business ‘Firing on All Cylinders’
TD Ameritrade execs talk to ThinkAdvisor about their earnings, how the firm lures wirehouse brokers and what they think of Schwab's new robo-platform.
Schwab to Unleash No-Fee Robo-Giant
Schwab Intelligent Portfolios for retail investors has minimum of $5,000; will roll out early next year, followed by an RIA version.
TD Ameritrade Goes Its Own Way on Robo-Advisors, With a Twist
Custodian offers resources for RIAs to build or choose a robo-provider, but Tom Nally urges advisors to consider matching services with fees.
Betterment Allies With Fidelity to Launch Betterment Institutional for Advisors
Platform promises robo-advisor tools and efficiency to allow advisors to serve current clients and attract prospects; will be a practice management option for Fidelity RIAs.
Reading the Data on the Bright Future of Online Advice
A poll found investors are more likely to use human advisors, but also expect to use more online advice. What's your take on the data?
Clearing Firms Join the Robot Race
Robo-advisors and other new technologies are transforming the clearing space.
NFL's 49ers Strike Deal With Robo-Advisor Wealthfront
Team will pick up advisory fees on first $100,000 invested by front-office employees and former players, to whom Wealthfront will provide financial education.
As Kleintop Leaves LPL for Schwab, Will Morale Suffer?
The latest high-profile departure from LPL "does not bode well" for staff morale, says one recruiter; others disagree.