TD Ameritrade Net New Assets in Q2 Up 30% vs. Last Year
TD Ameritrade Holding Corp. (AMTD) announced Tuesday, July 20, that net new client assets rose to nearly $9 billion in the quarter ended June 30, a jump of close to $3 billion or 30% over the same year-ago period
TD Ameritrade Net New Assets: Up 30% vs. Last Year
The average fee-based balance for the April-June quarter was $62.4 billion, up from $59 billion a year ago and $59.5 billion in the previous quarter, online-broker TD Ameritrade reported
TD Ameritrade Survey: RIAs Continue to Add Clients and Assets
Independent RIAs continued to build momentum in the last quarter, taking on new clients and assets over the last six months, according to a recent advisor sentiment survey released Wednesday, June 9, by TD Ameritrade Institutional.
TD AMERITRADE Survey: RIAs Continue to Add Clients and Assets
Advisors increased spending on salaries and bonuses in response to growth.
TD Ameritrade Survey: Majority of RIAs Lack Succession Plan
Most independent RIAs have not planned for the formal succession of their businesses, according to a survey of 500 RIAs released on June 2, by TD Ameritrade.
TD AMERITRADE Survey: Majority of RIAs Lack a Succession Plan
Many advisors have been unable to identify a qualified successor.
TD Ameritrade Profits Rise 23%, Holds Record Assets, in Q1
TD Ameritrade Holding Corp. said Tuesday, April 20, its second-quarter profit jumped 23% over the same period last year, but lowered its outlook for the year because of low volatility and interest rates.
Ameriprise, TD Ameritrade Move to Protect Clients
Ameriprise Financial is committing up to $33 million to protect clients who have invested in the Primary Fund, a money market mutual fund managed by...
TD Ameritrade to Acquire Fiserv's Advisor Unit
TD Ameritrade Holding Corp. has signed an agreement to acquire Fiserv Inc.'s Fiserv Investment Support Services (ISS) operation, which Fiserv says manages 300,000 retirement, trust,...