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.
TD Ameritrade Launches Options Market Center for Advisors
Using thinkorswim as the platform's basis, the program led by TD's Jeff Chiappetta includes education, validation and trading.