Custodians/Fee Only Articles

Total: 690 1 2 3 4 5 6 7 8  Next >> [69]

Advisors Pan Schwab, TD Ameritrade Fee Rebate Offers

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Some think the "satisfaction guarantee" offers undermine advisors' value. But one economist says they bolster integrity.

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Fidelity Contrafund Loads Up On Facebook And It Pays Off

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The $108 billion fund continues to have a big appetite for Facebook stock, adding to its position during the third quarter and praising its mobile ad revenue growth and "visionary management."

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Custodian TCA Adds 28 RIA Clients

by FA Staff

Denver-based Trust Company of America has signed on 28 new RIA clients so far this year that have more than $750 million in assets under custody, the company has announced.

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Fidelity First Custodian To Offer A 'Robo' Platform To Advisors

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Fidelity Institutional Wealth Services announced this morning that it plans to refer advisors looking for a “robo-advisor” platform to Betterment Institutional.

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Schwab Drops Pimco Total Return From Target-Date Retirement Fund

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Charles Schwab Corp. removed Pimco from its target-date retirement funds after the departure of Pimco co-founder Bill Gross.

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Keeping It In-House

by Jeff Schlegel

Halbert Hargrove includes thirtysomething staffers in its leadership transition plans.

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Two Bridges

by Bill Bachrach

Crossing the second relationship bridge with clients brings a big payoff.

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Racing Ahead

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Big broker-dealers continue to improve their platforms for advisors with better navigation, client information and mobile apps.

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RIA M&A Continues Strong Showing

by Karen DeMasters

Mergers and acquisitions are still going strong, Schwab says, even though many financial advisor firm owners are leaning toward internal succession plans.

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Edward Jones Targets Wirehouse Advisors

by FA Staff

The brokerage firm has expanded its hiring pool by recruiting wirehouse advisors.

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