Custodians/Fee Only Articles

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Making Life Easier

by David Lawrence

New players have powerful offerings to take work off your hands.

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TD Ameritrade Planning On Returning Fees To Clients Losing Money

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TD Ameritrade is working on a policy to return fees to managed account clients who lose money.

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LPL Adds Freedom Wealth Alliance To Its Platform

by FA Staff

Based in Brookfield, Wis., Freedom Wealth Alliance is a newly launched, independent, hybrid RIA firm that manages $225 million.

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LPL Adds Financial Advocacy Network To Its Platform

by FA Staff

The Financial Advocacy Network supports four independent advisory practices with a total of approximately $450 million in client assets.

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Triad Advisors Introduces New Platform

by FA Staff

Triad Advisors has a new platform to assist fee- and commission-based independent financial advisors with regulatory and compliance issues.

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TD Ameritrade Plans Site To Match College Students With Advisor Jobs

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TD Ameritrade is preparing to launch what it says will be the first Web site to match college students with financial planning jobs and internships being offered by advisory firms.

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Cetera Launches Wealth Management Event

by FA Staff

Cetera Financial Group launched its fifth annual Wealth Management University event in Las Vegas this morning with almost 200 advisors attending.

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Things That Keep Me Up At Night

by Joel Bruckenstein

Advisors and organizations that fail to address these issues will lose opportunities at best and suffer consequences at worst.

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Mutual Fund Assets Increase, Providers Decrease, Says Cogent

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Advisors have over on average $42 million invested in mutual funds, up from $36.8 million a year ago, but they're working with fewer asset managers, according to a new report.

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Advisors Feel Need To Justify Fees, Survey Finds

by Kathy Lynch

Seventy-four percent of advisors want more resources to help communicate their value to clients, as many feel the need to justify their fees, says Russell Investments.

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