E-Trade's RIA Custody Unit Sold for a Song. What Happens Next?
By Timothy WelshWhen Morgan Stanley chose to "unload" E-Trade Advisor Services, it birthed a new challenger to RIA custody giants.
May 24, 2021
Trendspotter: Why Reg BI Will Push More BDs Into RIA ModelThe compliance costs, and SEC Chair Gensler's signaling that he's serious about enforcement, are accelerating a trend in progress.
May 21, 2021
Carson Group Launches Free Online Diversity Course for AdvisorsHighlights of the new course are videos featuring diversity and inclusion experts including Sonya Dreizler, as well as a DEI toolbox.
May 21, 2021
Why Direct-Sold 529s Are Better Than Advisor-Sold Plans: MorningstarAdvisor-sold 529 plans can include 12b-1 fees. Morningstar isn't a fan.
May 21, 2021
Top 8 News Stories of the WeekThis week's biggest news stories include trading accounts for teenagers and the naming of future CEO candidates for two big banks.
May 20, 2021
Advisors Missed Portfolio Opportunities After Election: InvescoHere's where the firm sees opportunities going forward.
May 20, 2021
Video Broke Through the Noise for Advisors in 2020: Hearsay SystemsMore than half of Hearsay's customers published over 247,000 videos on its platform last year, a new study finds.
May 20, 2021
BlackRock Strengthens Aladdin Platform's Trading Capabilities: Tech RoundupAlso, AdvisorPeak becomes the first trading and rebalancing platform to be offered on Invent's cloud tech platform.