Fidelity Introduces Referral Program for RIAs Using 'Centers of Influence' Philosophy
By Joyce HansonFidelity has introduced a practice management program for RIAs designed to help them develop their referral networks through "centers of influence" the Boston-based custody and clearing giant announced June 24.
June 22, 2010
Merrill, Fidelity, Vanguard Rank Tops in Cogent 401(k) Loyalty Survey of Plan ProvidersA Cogent survey of 401(k) sponsors ranks BofA Merrill with the highest loyalty rating in the micro market of $5 million or less. Fidelity rates highest among $5 million to $20 million plans, and Vanguard rates highest with mid-size plans over $20 million.
June 22, 2010
Securities America to Boost Web-Based Coaching on Retirement - Part IThe new online training program at Securities America, part of Ameriprise Financial, will focus on retirement income.
June 17, 2010
First Allied Taps Ex-LPL Financial VPWith 1,030 advisors, First Allied hires Matt McGinness to help boost results for its fee-based platform.
June 17, 2010
Schwab Opens Online RIA University; TD Ameritrade Plans Web Training CenterCharles Schwab introduced its online Schwab Advisor University on June 16 to help 6,000-plus independent registered investment advisory firms improve their business. On the same...
June 17, 2010
Schwab Opens Online RIA University; TD Ameritrade Plans Web-based Training CenterCharles Schwab introduced its online Schwab Advisor University on June 16 to help its RIA firms. On the same day, TD Ameritrade announced plans to launch a special online education and training center in the fall for its RIA clients.
June 16, 2010
Time for a Transition (X): How to Build Client Loyalty, Part IIPart II on easy (and inexpensive) ways advisors can sharpen their client communications and marketing programs.
June 16, 2010
RBC Closes on Purchase of JP Morgan's RIA Custody BusinessFormer Bear Stearns operation becomes part of RBC Advisor Services