LPL Branding Plan: A Work in Progress
The independent broker-dealer ends its CNBC campaign this week and refuses to elaborate on future plans.
10 Best Online Brokerage Firms Ranked by Retail Investors: J.D. Power
Overall satisfaction of Web-based investors is up, though their opinion of firms' fees and trading charges has declined in the past 12 months.
Record Sales for Income Annuities in Q4 2011: Beacon
Setting a record, income annuity sales grew almost 18% in fourth-quarter 2011 and nearly 7% for the entire year, according to a Beacon Research annuity study.
Top Portfolio Products: Schwab Adds Dividend ETF, Ashmore EM Mutual Fund
New products introduced over the last week include a new dividend ETF from Schwab. Also, Ashmore launched a new emerging markets fund, and Russell expanded two of its indexes to global markets.
New Hire Roundup: Seilers Join Raymond James and Williams Moves Up, Carson Wealth Launches RIA
This week in new hires, the Seiler brothers went to Raymond James, while Greg Williams was named to a new position there; Carson Wealth Management launched its own RIA; and Aaron Cooper and Richard Perkins went to Putnam.
J.D. Power: Self-Directed Investors Rate USAA Best; Overall Satisfaction Lower
Investors who do their own trading and investing say the fees and trading charges they must pay less acceptable than they did in 2010, according to a J.D. Power survey released Thursday. USAA ranked No. 1.
Vanguard, T. Rowe Price Biggest Winners in Q1 Target Date Fund Assets: Ibbotson
Flows into open-end target maturity funds were $16.6 billon in the first quarter, a 7% increase over the first quarter of 2010, Ibbotson report shows.
USAA Picks AdviceAmerica Technology for Veterans’ Retirement Plans
As the nation observed Veterans Day on Thursday, USAA announced that it would do more to help veterans by offering them a new online retirement savings and distribution tool.
USAA Funds Selling on E*Trade
E*Trade's 2.3 million brokerage investors can now buy 18 mutual funds from USAA,thanks to an agreement announced Friday.
USAA Funds Now Selling on E*TRADE
Online investors using the E*Trade brokerage platform can now buy 18 USAA mutual funds, including the top 10-year USAA Precious Metals and Minerals Fund, with no loads or transaction fees.