TD Ameritrade Taps Bank CFO to Replace Gerber
Steve Boyle, who has worked for the firm’s affiliate since 1997, will take over in October.
TD Ameritrade’s Schweiss Named Fiduciary of the Year
Past winners include David Tittsworth, W. Scott Simon, Ron Rhoades and Eugene Maloney.
82% of RIAs Expect Boost in M&A Deals: TD Ameritrade Survey
Yet only 8% say they really expect to complete tuck-ins of advisor teams this year.
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.
Schwab, TD Ameritrade Report 3% Monthly Uptick
TD Ameritrade also says it has expanded its online education site for RIAs.
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.
Best Firms for Self-Directed Investors: J.D. Power—2014
Do-it-yourself investors are looking for low fees but also a high-touch experience, according to a recent survey.
Gen X and Y Saving Earlier Than Boomers, but Gen Z Is Naïve: TD Ameritrade
Fully 59% of Gen X and 56% of Gen Y make regular, automatic contributions toward retirement compared with 46% of nonretired Baby Boomers, TD Ameritrade reports.
TD Ameritrade CEO Points to Soft Trading in 20% Profit Drop
President and Chief Executive Fred Tomczyk said earnings and revenue were “right on consensus,” though he did acknowledge that TD Ameritrade’s trades were down at a rate of 51,000 per day.
TD Ameritrade Posts Mixed Results on Lower Trading for Q1 FY 2011
TD Ameritrade reports that net new assets of $10.2 billion grew 11% vs. last year but dropped 18% from the previous quarter, as total assets hit $406.3 billion.