Custodians/Fee Only Articles

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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

by

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

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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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Raymond James Recruits $575 Million Advisor Team

by FA Staff

Hauser Wealth Management has joined the firm from UBS.

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Schwab Sues Former Advisor Employee Who Defected To LPL

by

Charles Schwab & Co. is suing a former advisor employed at the firm for alleged theft of confidential client information.

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Big RIAs Focus On Building Enduring Firms, Schwab Finds

by FA Staff

Large RIAs want to create firms with expanded ownership, institutionalized management practices and greater depth of service, according to Schwab Advisor Services' eighth annual benchmarking survey.

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