Investment Advisor November 2020

Editor's Note

The Schwab-TD Ameritrade Deal Is Finally Here

Janet Levaux | November 10, 2020

“Despite the purchase of small-advisor friendly TD Ameritrade [by Schwab], there are many advancements in technology and new service model choices, making the opportunities for smaller advisors never better,” Tim Welsh explains.

Beginnings

Why It's Time to Rethink the 60/40 Blend

Josh Vail | November 10, 2020

With the careful inclusion of some alternative investments, slight changes to the portfolio mix can bump returns without added risk.

Columns

Conclusions

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