Custodians/Fee Only Articles

Total: 626 1 2 3 4 5 6 7 8  Next >> [63]

Schwab 1Q Income Up 58%; Advisor Assets Also Rise

by FA Staff

Charles Schwab reported its first-quarter income grew 58 percent from a year ago, partly propelled by growth in client assets, brokerage accounts and trading activity.

+ Read more

Fidelity Tops Investor Satisfaction List

by FA Staff

Investor satisfaction with the overall full-service investments industry has risen for the third consecutive year, according to a J.D. Power survey.

+ Read more

Fidelity Investments Explores New Trading Venue

by

Fidelity Investments said it is exploring the creation of a new trading venue with other asset managers, as U.S. regulators investigate high-frequency trading.

+ Read more

Advisor Compensation Highest Since 2007, Fidelity Says

by FA Staff

Financial advisors are enjoying asset-based compensation that is at the highest it's been since 2007, but they are largely failing to modernize their operations, according to a Fidelity study.

+ Read more

Advisor AUM Increased But Client Retention Decreased In 2013, Says Study

by

Although their AUM and revenue rose, financial advisors saw client retention rates and average revenue on assets drop last year, according to PriceMetrix.

+ Read more

New Advisor Network Focuses On Gen X and Y Clients

by

Advisors Michael Kitces and Alan Moore have launched the XY Planning Network, a turn-key platform that is designed to support fee-only advisors on Generations X and Y.

+ Read more

Schwab Execs: High-Speed Trading A 'Growing Cancer'

by

Chairman Charles Schwab and CEO Walt Bettinger said high-frequency traders were "gaming the system" and "undermining investor confidence in the fairness of the markets.”

+ Read more

First Allied Expands Mentoring Program

by

First Allied is expanding its mentoring program to help new women advisors enter the field.

+ Read more

Focus Financial Expands

by FA Staff

Summit Financial, based in Lafayette, La., has joined Focus Financial, an international partnership of independent wealth management firms.

+ Read more

Morningstar Acquires ByAllAccounts For $28 Million

by FA News

Morningstar Inc. announced today it has acquired ByAllAccounts, which aggregates data for financial advisors and many others, for $28 million.

+ Read more

1 2 3 4 5 6 7 8  Next >> [63]

Financial Advisor Blogs

Portfolio Manager Insights

Expert Views

MORE VIEWS