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TD Ameritrade Raises Profits 35%: Q1 Earnings
TD Ameritrade's brokerage group has a 20% jump in revenue, as well as a 30% gain in fees and commissions.
Top Portfolio Products: New MLP ETNs From Barclays, OFI Global
Brinker Capital offers three liquid-alternative mutual funds, and Marathon Value Portfolio cuts fees.
Raymond James, Securities America and NFP Unit Add Teams, Breakaways
Six reps, including two father-son teams, switched firms with a total of more than $920 million in client assets.
‘Mobile-First’ Millennials Need More Education
Millennials are the “mobile-first” generation, meaning financial services professionals who want to reach them will have to make mobile support a priority, says Corporate Insight.
LPL Exec Bruton Resigns Over ‘Interactions With Other Employees’
Derek Bruton, head of independent advisor services at LPL, steps down after seven years at the IBD.
Top Portfolio Products: State Street Launches Global Bond ETF
IFC and Incapital roll out bond program, while Solactive introduces a green bond index.
New Hire Roundup: Charlson to Head Morningstar Alternative Funds Research
Meanwhile, the American Benefits Council names new board members and officers, and CFPB adds experts to senior posts.
Top 5 Issues Reshaping Retirement Planning in 2014
These are the biggest forces shaping the new reality of retirement. Be prepared.
UBS, Raymond James Grab $2M Teams From Rivals
Meanwhile, Sapient recruits a rep from RBC in Oregon, a new RIA opens its doors in Minnesota, and an ex-Ameriprise group joins LPL.