Articles tagged "TD Ameritrade"
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Betterment shut down trading post-Brexit to dodge 'trading blindly into extraordinary volatility'
The New York-based robo takes a 150-minute time-out saying to do otherwise would have been 'irresponsible'
June 24, 2016 at 7:08 PM
The non-Big Four RIA custodians, no longer runts but stunted in growth, are applying tougher love to hobbyist RIAs
In part one of a three-part series, we examine how seven small custodians -- starting with Trade PMR and Scottrade -- are evolving away from the Utopian model of 100% inclusivity
June 7, 2016 at 10:14 PM
Skip Schweiss awakens FPA NorCal crowd with must-do DOL laundry list that starts with IRA billing and the need for chief laundering officers
The regional event in San Francisco with national draw -- even global draw -- gets a guy from Scotland to keep its lofty reputation up there
June 3, 2016 at 2:07 PM
TD Ameritrade threatens to cut loose Aequitas-tainted RIAs as the bad-college debt-fueled conflagration continues to burn
The Aequitas Ponzi revelation in February -- that 1,500 investors were owed for more than $300 million in alternative asset notes -- did not begin to realize the depth of ties between the bilkers and bilkees
May 10, 2016 at 11:03 PM
Feeling RIA custody oats, Dan Skiles and Peter Mangan attract smaller RIAs but big-name lights to SSG event
The ex-Schwab RIA software chief delivered keynote at his Shareholders Service Group confab
April 25, 2016 at 7:41 PM
Why luring 401(k) assets to IRA rollovers in a post-DOL-rule world remains child's play, which keeps $7.6 trillion in the IRA game and growing
Clients still hate 401(k) inflexibility around withdrawals and the DOL granted advisors the upper hand in getting clients to sign away protections with regard to pricier products
April 20, 2016 at 8:25 PM
LPL unveils BlackRock's FutureAdvisor as its robo partner -- albeit with LPL model portfolios
After Nestwise dropped off the twig, then crickets, then a secret pilot launch, LPL announces that robo FutureAdvisor gets the nod
April 13, 2016 at 6:15 PM
Why Schwab execs are 'proud' of holding at $1-trillion custody mark first achieved in 2013 -- and what makes them pleased with its existing 25% RIA custody market share
Candidly canvassing 2015 dings -- including a $12 billion RIA defection -- Walt Bettinger seems at peace with vigilantly guarding Schwab's mighty quarter of the RIA asset pie
February 22, 2016 at 6:43 PM
What exactly to make of Fidelity's WealthScape and whether it's the bull in the third-party-equilibrium China shop
Calling it multicustody may be a stretch but the firm is determined to compete head-on with its own performance reporting software
February 17, 2016 at 10:34 PM
With Veo Village hive buzzing in background, Tom Nally rides herd on RIA 'Wild West' threats at vibrant LINC 2016
The laptop guys in another room won plaudits as the TD RIA custody chief counseled RIAs to embrace more practice audits and communicate more by story, less by Orwell
February 8, 2016 at 7:07 PM
How exactly Invesco plans to get a return on its Jemstep robo purchase with a TAMP-evoking strategy
The $800-billion Atlanta money manager is trying a modern model portfolios play on buying distribution for a more prominent seat at the table
January 13, 2016 at 9:39 PM
How vendors fail RIAs -- and themselves in the bargain -- by insulting RIA intelligence
Anything with a whiff of closed architecture, overcharging, inauthenticity, opacity or idiocy masquerading as information is a long-term credibility corrosive
December 9, 2015 at 12:42 AM
Fred Tomczyk to retire as CEO of TD Ameritrade
The ex-Ivy League hockey star will be replaced by a Canadian Toronto-Dominion Bank exec named Tim Hockey
November 10, 2015 at 7:36 PM
TD Ameritrade CEO sees RIA custody competitors adjusting to his killer strategy -- even as he whips his in-house RIA into shape
The Jersey City, N.J. custodian's under-the-radar hypergrowth rate is now also big in absolute terms, which may attract unwanted attention from absolute giants
November 5, 2015 at 8:34 PM
TD Ameritrade makes play to become top robo by 2016 with out-of-the-gate $100-million revenues -- albeit with some risk attached to the power play
Tom Bradley is cobbling together Amerivest and its $11 billion AUM adding iRebal and Morningstar and tasking engineers with bringing the robo aspects of the site up to snuff
