Custodians/Fee Only

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TD Ameritrade Wonders If There Are Enough Advisors To Meet Demand


TD Ameritrade says at conference that independents will overtake wirehouses and become the market share leaders.

Fidelity Charitable Says Grants Increase 24% Last Year

by FA Staff

Fidelity Charitable, a donor-advised fund, increased its grants while donors also volunteer their time, Fidelity says.

Getting Your Message Across

by Eleanor O'Sullivan

A new book offers many practical steps to financial advisors on how to increase their business, says our reviewer.

CFP Board Names Legal Heavyweight Rydzewski General Counsel To Enforce Standards


Leo Rydzewski most recently served as a partner in the law firm Holland & Knight, where he represented the CFP Board in defense of claims raised by Jeffrey and Kimberly Camarda.

White House Pressures DOL For Fiduciary Rule, Says Schwab Lobbyist


The White House is pressuring the federal Department of Labor to come up with a fiduciary rule for financial advisors who give advice to retirement plan participants, says a Charles Schwab & Co...

Mariner Wealth Buys Majority Stake In Vantage


The voracious Kansas acquirer continues its purchases in the Northeast.

Taking Clients To Your New Firm Can Be Very Tricky


When you leave a firm to start your own or join another, how much can you do to recruit the clients at your current firm to come with you?

Grinding Growth

by William L. Haacker

A group of experts believe the U.S. economy will continue growing for a seventh straight year, albeit slowly.

RIAs In The Automated Investing 1.0 Era

by Jeff Schlegel

A Celent report posits that the shift toward technology-driven investing has undercut the role of the advisor and exposed inherent weaknesses in the high-cost model of brokerage houses and RIAs.

Is Google Gunning For Custodians And Robos Alike?

by FA Staff

A former SEC commissioner poses the question of “what if” Google decided to become a custodian.

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