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Custodians/Fee Only Articles
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.
Judith McGee received the Top Women Financial Advisor Award from Raymond James Financial Services.
Forty-one percent of frequent mobile app users reported an ROI of more than 20 percent in the past 12 months, according to Fidelity.
Pershing asks advisors these questions: What is your mission statement? And how will you connect with the next generation of advisory clients?
TD Ameritrade said its quarterly profit rose 5.5 percent as it reported a rise in net new assets.
Schwab plans to roll out a "robo" investing platform early next year for investors, followed by a customizable version for RIA firms.
Some think the "satisfaction guarantee" offers undermine advisors' value. But one economist says they bolster integrity.
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."
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.
Fidelity Institutional Wealth Services announced this morning that it plans to refer advisors looking for a “robo-advisor” platform to Betterment Institutional.
Financial Advisor Blogs
Portfolio Manager Insights
Dorsey Wright says market turbulence has shifted its October ranking of SRI funds and ETFs. + Read more
Advisors can use less correlated investments to help clients protect against losses, especially during the draw-down phase. + Read more