TD Ameritrade Fee Rebates: A Win or a Loss for Investors, Advisors?
Industry experts Lou Harvey and Michael Kitces weigh in on TD and Schwab's moves to support model portfolios.
Battered Morgan Stanley Breakaway Advisor Fights Back
Breakaway advisor James Eastman tells ThinkAdvisor how Morgan Stanley read his email and “painted” his compliance record when he tried to leave.
RIA Profits, Growth Hit 8-Year High: Schwab
Schwab's annual RIA benchmarking study teases out the secrets to the success of the best-managed firms.
PowerShares Drops Costs on 6 ETFs
The Chicago-based firm is one of several ETF providers to lower fees in order to attract more investors.
Top Portfolio Products: New Emerging Markets Equity Fund From Calvert
Aberdeen launches emerging markets debt fund, as Schwab rolls out mobile offering.
RIAs Seeking More Risk in Fixed-Income ETFs: Schwab
RIAs looked for safety in their fixed-incom ETFs in 2011, but this year they may be willing to take on more risk, said Charles Schwab analysts in an ETF update on Friday.
Q4 Earnings: Schwab Meets Expectations, Reports Weakening Sales and New Assets
Charles Schwab said Wednesday that its net income in the fourth quarter of 2011 grew 37% vs. the year-ago period, meeting analysts’ expectations.
Gold ETFs Lose Luster With Advisors as Fixed Income Funds Climb: Schwab
The top 10% of RIAs by AUM have the bulk of their ETF assets in U.S. and international equity funds, at 62%, while smaller firms use U.S. fixed income ETFs 50% more.
Sponsors Limit Target Date Fund Picks: FRC Study
Although an entire series of target date funds may be marketed to retirement plan sponsors, they may decide to choose only a few funds out of the series, according to a new analysis of 401(k) recordkeeper platforms by the Financial Research Corporation