TD Ameritrade Tops Estimates, Cites ‘Breakaway Brokers’ as a Factor
CEO Fred Tomczyk is upbeat on the attractiveness of the firm’s institutional platform and its sales pipeline.
Schwab, TD Ameritrade Post Strong Asset Growth, Beat Indexes
Schwab reports total assets of $2.57 trillion — $1.27 trillion of which is advised assets; TD has total assets of $710 billion.
Best Firms for Self-Directed Investors: J.D. Power—2015
The latest survey finds that do-it-yourselfers want access to top tools, human advisors and clear information on fees.
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.