Custodians/Fee Only Articles

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LPL Financial Adds $1.2 Billion Team To Platform

by FA Staff

Grand Rapids, Mich.-based StreamSong Advisors is a newly formed independent advisory firm focusing on high-net-worth investors.

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Scottrade Hires SVP For Unit Serving More Than 1,000 Advisory Firms

by FA Staff

Brian Stimpfl joins Scottrade as senior vice president of program strategy and operations.

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RIA M&A Continues Strong Showing

by

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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Making Life Easier

by David Lawrence

New players have powerful offerings to take work off your hands.

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TD Ameritrade Planning On Returning Fees To Clients Losing Money

by

TD Ameritrade is working on a policy to return fees to managed account clients who lose money.

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LPL Adds Freedom Wealth Alliance To Its Platform

by FA Staff

Based in Brookfield, Wis., Freedom Wealth Alliance is a newly launched, independent, hybrid RIA firm that manages $225 million.

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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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