Articles tagged "Fidelity"
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TD, Fidelity and Schwab get green light to custody assets of advisors who use National Advisors Trust
Fido and TD Ameritrade are on board with the RIA-owned custodian and trust company but Schwab is still weighing its options
August 23, 2012 at 3:37 AM
TD Ameritrade showcases what API can do with slick Veo-iRebal harmonization
The RIA custodian is creating -- and third parties are applauding -- a time-saving, low-error way to trade and rebalance
August 14, 2012 at 3:47 AM
The advisor who sailed off grid and found a new business model for his $550-million RIA on the way
The head of a latter-day Swiss Family Robinson has been running his firm from a 50-foot catamaran for more than two years -- with unexpected results
August 13, 2012 at 5:43 AM
Advizent makes Jack Bogle its standards czar, a no-pay, no-conflict position
The RIA brand will depend on a gold standard of rules and audits
July 31, 2012 at 11:30 AM
How two RIAs succeed by using only Fidelity funds -- but not without weathering criticism about closing their own architecture
The heads of Weber Asset Management are unfazed by peers and analysts who says they are taking brand loyalty too far
July 30, 2012 at 4:12 AM
Why the San Francisco Bay area is almost certainly the capitol of the RIA business
Companies like Schwab, Advent-Black Diamond and Salesforce are based here for starters -- but big wealth managers and lots of open-minded rich people clinch the matter
July 23, 2012 at 3:31 AM
By hiring a Fidelity sales veteran, National Advisors Trust goes after the $1 million to $10 million client who use $500 million RIAs
Steve Ippolito, an RIA-savvy veteran of Schwab and Fidelity, will also work with existing member firms
July 6, 2012 at 3:36 PM
How Google Love can put an RIA onto an equal marketing footing with BlackRock
The big search engine -- and the web in general -- may be the two technologies most neglected by advisors
July 6, 2012 at 5:24 AM
Schwab finally hops on the iPhone app bandwagon -- to the iTune of 30,000 potential RIA employees
The big custodian went live on Thursday morning after a pilot with 15 advisors -- and about 18 months after Fidelity
June 29, 2012 at 4:37 AM
How one firm is supposedly cracking the lead generation code to the tune of 50,000 advisors supplied -- by, for now, not trying to create referrals
Investor Watchdog, FreeRetirementReport and Vestorly are among the firms seeing growth but are grappling with vetting issues -- of both advisors and clients
June 21, 2012 at 4:39 AM
Bernie Clark and Skip Schweiss head to Washington next week to fight on behalf of RIAs in Bachus bill showdown
With FINRA threat looking real, the Schwab and TD Ameritrade executives are urging letters and Tweets
June 1, 2012 at 4:13 AM
How giant advice provider Financial Engines can sweep the 401(k) field -- or not
It has $53.7 billion of assets under its managed account platform, but how the new DOL disclosure rules, competition from Morningstar and Schwab's bet on GuidedChoice play out will be very telling
May 22, 2012 at 3:41 AM
How the Facebook IPO is creating the mother of all RIAs, Iconiq, and what an in-your-face it is for Wall Street
Breakaway out of Morgan Stanley, Divesh Makan, attracts the Mark Zuckerbergs and Sheryl Sandbergs of the world with his pedigree and presence
May 18, 2012 at 4:08 AM
How Schwab is gearing up its RIAs to fight for 401(k) assets
The San Francisco custodian's deal with fi360 will help advisors meet increasing demand from employers that their advisors be fiduciaries
May 16, 2012 at 3:17 PM
Mag Black-Scott partners with Intel and brings aboard serious MSSB talent in quest to "disrupt"
Beverly Hills Wealth Management LLC spent six months and six figures working with Intel on its innovation
