Custodians/Fee Only Articles

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Independent Broker-Dealers Increased ETF Assets In Third Quarter

by FA Staff

Independent b-ds were the only financial advisory businesses to increase mutual fund and ETF assets under management in the third quarter despite the market downturn, says Broadridge Financial.

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McGee Named Top Advisor By Raymond James

by FA Staff

Judith McGee received the Top Women Financial Advisor Award from Raymond James Financial Services.

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Financial Apps Give Users An Investing Edge, Fidelity Finds

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Forty-one percent of frequent mobile app users reported an ROI of more than 20 percent in the past 12 months, according to Fidelity.

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Advisors Risk Losing Lots Of Assets

by

Pershing asks advisors these questions: What is your mission statement? And how will you connect with the next generation of advisory clients?

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TD Ameritrade Profit Rises On Higher Net New Assets

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TD Ameritrade said its quarterly profit rose 5.5 percent as it reported a rise in net new assets.

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Schwab To Roll Out 'Robo' Investing Platform; TD CEO: Robo Models To Struggle

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Schwab plans to roll out a "robo" investing platform early next year for investors, followed by a customizable version for RIA firms.

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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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