Crunch Time Part II: CFP Board’s ‘D-Day’
If the CFP Board doesn’t get planners on the right side of the fiduciary issue right quick, it risks marginalizing the entire profession.
Best Firms for Self-Directed Investors: J.D. Power — 2017
More banks are moving into this space; millennials are demanding as clients and can easily jump to robos, the survey finds.
Who Were the Best Robo-Advisors in Q1?
The first quarter of 2017 was good to robo-advisors, but several firms stood out for top performance across investment categories.
TD Bank Names New Sales Chief for Wealth Group
Jim Nesci joins the the firm from Provident Bank; he has more than 25 years in the industry.
Schwab Makes New Ad Push as Assets Near $3 Trillion
The new commercials focus on how indie advisors working with the firm serve high-net-worth investors.
Which Ads Won the Super Bowl?
TD Ameritrade tracks positive tweets to see which publicly traded companies are getting the right buzz during the football game.
TD Ameritrade’s LINC Event: David Cameron to Speak, Sheryl Crow to Sing
“This is our biggest national conference yet,” said TD Ameritrade spokesperson Joe Giannone of this week’s event.
Schwab, TD Ameritrade Post Strong Q4 Earnings as New Accounts, Assets Soar
Assets in proprietary Schwab ETFs rose more than 50% from last year to $62 billion.
TD Ameritrade-Scottrade Deal a ‘Brillant Play’ in RIA Space: Analyst
The merger makes strategic sense and comes right as rival Schwab kicks off its yearly RIA event, says Tim Welsh.
TD Ameritrade, TD Bank Said Near $4B Scottrade Deal
Deal would combine two of the largest online brokerages; Scottrade now works with about 1,000 RIAs.