Schwab Gets Positive Feedback on Move to Zero Commissions
By Jeff Berman"Responses from competitors were precisely as we expected," CEO Walt Bettinger says.
October 18, 2019
Kitces Blasts FPA for Electing TD's Skip SchweissSchweiss is not a CFP, and TD Ameritrade's position on a uniform fiduciary standard opposes the FPA's, Kitces said.
October 18, 2019
Debate Rages On as Ken Fisher's Son Defends His Lewd RemarksNathan says his father's brain is "wired differently," but industry participants replied that his behavior should not be tolerated.
October 17, 2019
Schwab to Allow Trading of Fractional Shares: ReportThe move suggests other shifts by the brokerage firm as it seeks to add younger investors to its client base, one industry watcher says.
October 17, 2019
TD Ameritrade's Skip Schweiss Named 2020 FPA President-ElectFPA also elected new board members and FPA NexGen leaders.
October 17, 2019
Financial Advisors Are Failing to Plan for the Future: StudyA joint study by SEI and the FPA found that advisors are not adequately anticipating the changing needs of clients.
October 17, 2019
Start Here to Improve Your PracticeIf you want to build a top advisory firm, don't begin by focusing on exterior resources like technology.
October 16, 2019
Boston Pension Board Pulls $248M From Fisher: ReportInvestors have pulled at least $902 million since Fisher made lewd comments at the Tiburon CEO Summit.