After Advisor Outcry, TD Ameritrade Delays New Fees on Popular ETFs
TDAI president Tom Nally tells ThinkAdvisor that the original timeframe for the transition period was a “miss on our part.”
Hearsay Acquires Mast Mobile to Strengthen Its Texting Platform
Hearsay will apply Mast’s technology to advance its Hearsay Messages text-based client outreach solution.
TD Ameritrade Clients Can Now Trade on Facebook Messenger
The brokerage is also working on extending trading capabilities to other technology platforms including Amazon and Twitter, according to an official.
Orion Advisor Services Launches Free Peer-to-Peer Model Marketplace
Orion partnered with Russell Investments, BlackRock and CLS Investments on its new "Orion Communities."
Would Blockchain Have Blocked Wells Fargo’s Misconduct?
An MIT professor and others said blockchain could have made it easier to see that the accounts were fake, but would that have been enough?
The Ear of the Beholder: Words Clients Hate, Words Clients Like
A Chubb research project found that it’s not what you say to prospects that matters; it’s what they hear.
Schwab TV Ads Tout Advisors’ Fiduciary Status
The ads running on Fox Business Network and CNBC are designed to put independent advisors front and center.
TD Ameritrade Is Nearly Tripling Its Commission-Free ETF Offerings
The expanded platform includes products from eight ETF providers, such as iShares and State Street.
Raymond James to Grab $5B Clearing Client From Pershing
It also recruited a husband-and-wife team from Merrill Lynch with some $160 million in assets.
IRS Warns of New Email Scam Targeting E-Services Users
Scammers are using phishing emails to try and trick tax professionals into “signing” a new e-Services user agreement.