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Articles tagged "TD Ameritrade"


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Ben Welch: iRebal’s client base, currently at 67 firms, has doubled in the last two year. It has also experienced a five-fold increase in developers to five full-timers

Tech Review: iRebal thrives after TD Ameritrade acquisition

The trailblazing rebalancer is tweaking its business model but staying focused on big RIAs

August 5, 2010 at 5:32 AM

Jon Patullo: No other custodian actually engaged [these vendors] in this fashion and set up a summit, so they're very excited about it.
July 30, 2010 at 6:30 AM

Scott Dell'Orfano: Bigger teams are more educated, thoughtful, diligent. They’re asking pertinent questions.

Fidelity weighs in with breakaway results reinforcing the big-advisor trend

Are cost-cutting wirehouses creating a farm system for top entrepreneurial teams?

July 29, 2010 at 3:47 AM

Bernie Clark: The average assets of new teams that custody with Schwab has doubled compared to 2009.

Both Schwab and TD Ameritrade smash breakaway recruiting marks from last year

Schwab nets eight breakaway teams with more than $250 million of AUM each

July 22, 2010 at 3:57 AM

Joel Bruckenstein: iRebal is still better technology but Tamarac is 'infinitely better' than it was two years ago.
July 9, 2010 at 6:26 AM

Catherine Ayers-Rigsby: When someone wants to use a new product, we don’t shy away from it. We research it and say: ‘Let’s go forward.’

Ceros Financial hangs a welcome sign out for RIAs who trade actively

The former Rydex RIA unit is starting new life under German ownership

June 24, 2010 at 5:13 AM

Julie Sunwoo: Advisors tell us that maximizing productivity and efficiency to enable growth is one of their top business priorities

Schwab launches 'university' for advisory personnel

The San Francisco-based custodian is taking a self-service approach to a crying need for training employees of RIA firms

June 16, 2010 at 5:24 AM

Condoleezza Rice: The U.S. has no heir apparent as the leader of the global economy despite rumblings.

Condoleezza Rice wins the hearts of attendees at the TD Ameritrade Elite Advisor Summit

She still prefers Fox News but she also sounded a more moderate tone when questioned about the 'present administration'

June 9, 2010 at 6:35 AM

David DeVoe: The numbers have slowly crept up in terms of advisors that have these plans in place but we still see situations where folks don’t.

Favorite succession plan of RIAs remains the same: none at all

The biggest impediment to planning is finding a successor

June 7, 2010 at 5:23 AM

Tom Nally: I think joiners are going to take the breakaway trend to the next level.

9 things to know about the breakaway-to-RIA movement and why it's likely to get bigger

In a down market, RIAs need a new growth strategy and small brokers a safe landing place

May 26, 2010 at 7:18 AM

Jon Patullo: [Advisors] were stoked that Veo was available on a Mac.
May 3, 2010 at 6:12 AM

Paul Zettl: We target around 100 advisors because we want to keep it intimate and allow advisors to ask questions and network.

TD Ameritrade is pulling out the stops for 100 advisors in Laguna Beach

Smaller custodian is starting to make a habit of 'going big'

April 29, 2010 at 6:25 AM

Barron's Top 100 advisors paid for their own Ritz-Carlton rooms but didn't seem to mind

Enthusiasm simmers in the wake of the by-invite-only Barron's Top 100 conference

The purity of the all-independent crowd was palpable, powerful for attendees

April 26, 2010 at 5:15 AM

Bernie Clark: Our competitors are still treating this [custody of alternative assets] as an accommodation.

After a wait, Schwab has a program for alternative assets

The giant custodian will hold many of the assets itself

April 22, 2010 at 7:13 AM

Fred Tomczyk told Reuters: E*Trade 'is on a better footing today than they were a year or two ago, no question.

Analysts issue opinions on Merrill Lynch and TD Ameritrade based on new information

Merrill Lynch or another wirehouse, not a discount broker, should acquire E*Trade, researcher says

April 19, 2010 at 7:26 AM

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