Keats, Connelly Names RBC Advisor Services as 'Custodian of Choice'
By James J. GreenThe Arizona and Florida-based fee-only RIA firm with $265 million under advisement says mostly new client assets will be custodied at RBC.
February 22, 2011
Building Processes and Procedures, Part IV: Site, CRM and Client AnalysisIn this post, advisor Mike Patton discusses implementation of Redtail, analyzes his client revenue, and discusses progress on his revised website.
February 10, 2011
HighTower Signs Investment Solutions Deal With Guggenheim PartnersHighTower Advisors CEO Elliot Weissbluth announced his firm's alliance with Guggenheim Partners, giving RIAs access to a portfolio system using Nobel-prizewinning risk-tolerance concepts.
February 07, 2011
TD Ameritrade Conference: Tomczyk, Bradley Flex Custodial, Bank StrengthsThe RIA industry is thriving, says Tom Bradley, touting Roadmap program and iPad version of VEO technology platform.
February 04, 2011
At TD Ameritrade Conference, Tom Bradley Addresses the Fiduciary IssueTD Ameritrade Institutional president Tom Bradley met with AdvisorOne staff Thursday afternoon to discuss a wide range of topics including regulation and technology.
February 03, 2011
TD Ameritrade Institutional Says SEC Should Regulate RIAsThe company urges RIAs to write to Congress and the SEC regarding the Study.
February 03, 2011
TD Ameritrade Offers Matching Gift to Foundation for Financial Planning; Launches RIA Educational ToolTD Ameritrade Institutional pledges $1 million match for contributions to the Foundation for Financial Planning; adds Advisor Education.
February 02, 2011
M&As for RIAs Had Record Year in 2010: Schwab Advisor ServicesDavid DeVoe, Schwab Advisor Services managing director, said Schwab saw a record-breaking uptick in M&A activity among RIAs in 2010.