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Registered Rep. July 1, 2006 Kristen French	ETrade on RIA Shopping Spree Having acquired four wealth-management firms in the past 18 months, ETrade is still just getting started on its acquisition strategy.
Financial Planning December 1, 2008 Brooke Southall	RIA Power Registered investment advisory firms are bringing in more assets these days than are wirehouse brokerage firms.
Wall Street & Technology June 13, 2006 Larry Tabb	Swimming Upstream Online brokers need to work with clients and provide a properly balanced set of services. That way, you may be moving upstream, but you're not swimming against the current.
Registered Rep. May 5, 2008	LPL Financial Heats Up The RIA World The largest independent broker/dealer in the U.S. announced today it's going to launch an RIA custodian later this year, which will serve both hybrid and fee-only investment advisors who operate independent RIAs.
Financial Advisor January 2008 Bruce W. Fraser	Growing Up Over the next five years, the typical RIA will undergo rapid transformation, and the average RIA firm is expected to at least triple in size. To accommodate such growth, hiring decisions will become critical, stretching far beyond the traditional tendency of firms to simply add more advisors.
Financial Planning January 1, 2013 Donald Jay Korn	Top Custodians: Battling for Custody Custodians try different strategies for growth as advisors break away to join RIA firms.
Financial Planning September 1, 2011 Donna Mitchell	Happy Mediums Online brokerage giants are taking market share from almost every segment of the financial advisory business - except for RIAs.
Financial Advisor June 2006 Cort Smith	Focused On Big Focus Financial has become one of the largest RIAs only months after it opened its doors. Founder Rudy Adolf says they're just getting started.
The Motley Fool April 16, 2004 Alyce Lomax	ETrade's Got It Made Investors don't blink an eye over online brokerage ETrade's quadrupled profits.
The Motley Fool January 25, 2008 Rick Aristotle Munarriz	ETrade vs. Britney ETrade gets through a horrendous quarter, and sees brighter days ahead.
InternetNews September 29, 2005 Colin C. Haley	E*Trade Adds Investors With $1.6B Buy The company acquires J.P. Morgan's online trading unit.
The Motley Fool January 28, 2009 Rick Aristotle Munarriz	Not Even the ETrade Baby Can Save You Now ETrade has a mixed quarter, but the growing pains are worth it.
Registered Rep. June 23, 2005 Kristen French	Ameritrade Deal Creates a Stronger Competitor in the Advisory Business Ameritrade will acquire TD Waterhouse rather than accept a takeover offer from E*Trade.
Financial Planning June 1, 2008 Elizabeth O'Brien	Set Me Free LPL Financial staked a bigger claim on the independent advisor market last month with the announcement that the broker-dealer will allow its advisors to do business under their own RIA.
U.S. Banker September 2001 Mark Bruno	ETrade Bank Going Strong ETrade Group seems to be making it, though not on its brokerage business, which like most others has been languishing, but on its stand-alone Internet banking unit...
Registered Rep. February 7, 2012 David A. Geracioti	Von Aldo: AMTD Institutional Promotes Bradley, Nally Just two days after the close of iTD Ameritrade Institutional's annual gabfest, Tom Bradley, the president of the institutional unit, was named head of TD Ameritrade Holdings' retail distribution unit. Succeeding him will be Tom Nally.
The Motley Fool July 21, 2011 Rick Aristotle Munarriz	Time to Adopt the ETRADE Baby? ETRADE puts out a mixed quarter as buyout requests trickle in.
Financial Advisor July 2011 Bernie Clark	A Record Year For RIAs Discipline both on the expense and client care sides has created sound business practices for an evolving RIA industry.
Registered Rep. January 1, 2006 Kristen French	A Level Playing Field High-profit ensembles and solos are the top-performing 25% of financial advisory firms. Other ensembles and solos would lose money if they paid their owners a market level salary.
The Motley Fool January 19, 2007 Rick Aristotle Munarriz	E*Trade Buys a Vowel The discount broker keeps growing. Investors, take note.
Registered Rep. March 1, 2008 Christina Mucciolo	What Can We Do For You? Clearing firms matter to advisors. In fact, one of the biggest deals in the independent b/d business last year hinged on whether the b/ds being sold could maintain their relationships with their old clearing firm.
Registered Rep. April 6, 2010 Kristen French	Custodians In Race To Roll Out M&A Tools TD Ameritrade Institutional is rolling out a new online business valuation tool.
Registered Rep. April 1, 2007 John Churchill	Can Schwab's RIA Empire be Toppled? Last year the online-broker-turned-advice-provider extended an already massive lead over rivals Fidelity and TD Ameritrade in RIA asset gathering. Is there no challenger to Schwab's throne?
Registered Rep. October 28, 2015	TD Ameritrade Institutional: Helping a Diverse Industry Find a Common Voice TD Ameritrade Institutional has made it their mission to press for the kind of recognition and collective influence afforded other professional industries.
Registered Rep. March 1, 2008	Independent Together The "RIA-in-a-box" model will attract plenty of wirehouse reps who may have previously balked at the idea of going completely independent, fearing they were unprepared to run their own businesses.
Financial Planning May 1, 2011 Donna Mitchell	Hybrid's New Groove Registered investment advisor firms looking for ways to expand their businesses might try turning to broker-dealers for a boost.
Financial Planning November 1, 2007 Elizabeth O'Brien	A Visionary Move An interview with Mark Tibergien, a well-known and respected consultant at Moss Adams, as he takes the helm at Pershing Advisor Solutions.
Financial Planning February 1, 2006 Donald Jay Korn	Custody Battle Although three custodians now get most of the RIA business, increased competition may lead to more choices -- and more services -- for financial planners.
The Motley Fool November 19, 2009 Rick Aristotle Munarriz	Is ETRADE Up for Sale? ETRADE is a compelling buyout candidate, despite the volatility.
The Motley Fool October 24, 2005 Mike Cianciolo	E*Trade Trades Up The online broker is growing in size and performance. Here's an appealing option for those who want to invest through an online broker and to invest in an online broker, as well.
The Motley Fool October 18, 2007 Rick Aristotle Munarriz	You Can't Go Home, E*Trade The discount broker posts a loss as mortgage-related losses mount.
Registered Rep. March 2, 2015 Diana Britton	Crowded Out Some level of competition between advisors and custodians has been around for years. Still, some advisors feel recent events make the distinction between business partner and market competitor less clear.
Financial Advisor December 2011 Eric Rasmussen	Free-Range Advisors Custodians to independent advisors are in an arms race to give bigger, better software and practice management packages.
The Motley Fool July 25, 2011 Rick Aristotle Munarriz	Who Will Buy ETRADE? ETRADE hires an investment banker to explore strategic alternatives.
Investment Advisor October 2010 John Sullivan	Tom Bradley's Vision for the Future The head of TD Ameritrade Institutional looks back on 25 years with the company, and speaks frankly about the keys for future advisor success
Registered Rep. April 5, 2012 Jerry Gleeson	Who will Aggregate the Aggregators? New RIA Consortium Advizent Thinks Big Two executives with deep roots in the registered investment advisor industry are looking to aggregate a broad swath of RIAs in the latest effort to squeeze better deals out of custodians and fund managers.
Registered Rep. April 15, 2010 Halah Touryalai	RIA M&A Deals Break Record in First Quarter Mergers and acquisitions seem to be crawling back to the top of RIA principals' to-do lists this year, as the first quarter's numbers show record activity. What is your practice worth?
Investment Advisor July 2006	Upgrades Pershing LLC announced healthy growth in the number of RIAs custodying client assets and trust accounts through its Pershing Advisor Solutions unit... Charles Schwab & Co. announced June 14 a broad reduction and simplification of pricing for its retail... etc.
The Motley Fool September 18, 2007 Rick Aristotle Munarriz	ETrade Wants to Be Homeless ETrade is bowing out of the mortgage business, dramatically slashing its guidance as it maps out its exit strategy.
Investment Advisor July 2010 James J. Green	Your Next Custodian Mike Kavanagh and his team at RBC Advisor Services enter the custody space with ambitious plans to attract big advisory firms.
Financial Planning November 1, 2009 Menchaca & Schultz	Citi Limits? Citi Personal Wealth Management's plan to build a fee-only investment advisory business, announced on Oct. 5, is a bold move into the RIA space.
Registered Rep. October 29, 2009 Kristen French	RJFS Raises RIA minimums, LPL Pulls Past RJ in RIA Assets Raymond James is raising minimums for new RIAs who want to custody assets on its RJFS-IAD platform from $30 million to $50 million.
The Motley Fool May 13, 2009 Rick Aristotle Munarriz	Why Is ETrade a $2 Stock? A few more months like April, and maybe ETrade won't be a $2 stock anymore.
The Motley Fool August 9, 2005 Tom Taulli	E*Trade Is Going Long The online brokerage has been trying to do a deal. And, it finally happened. The company announced it will shell out $700 million in cash to purchase Harrisdirect from BMO Financial Group. Investors, take note.
The Motley Fool December 15, 2005 Rick Aristotle Munarriz	E*Trade Earns Its Star The online discount broker provides a healthier trading outlook. The bottom line is that sometimes, an index fund will serve you just fine. And other times, ETFs may be best. It also depends on the index fund you're looking at, and the ETF.
Registered Rep. October 15, 2009 Christina Mucciolo	Schwab Q3 Earning Down, But the Race For RIA Assets Is Hot Charles Schwab reported a 34 percent drop in its third quarter earnings, the firm's third consecutive quarter of slowing earnings this year.
The Motley Fool December 18, 2006 Emil Lee	E* Trade Financial Optimistic About 2007 E* Trade offered upbeat guidance for 2007, and is going into the new year with some momentum. Investors, take note.
Financial Advisor February 2011 Evan Simonoff	A Different Playing Field Regulatory reform is at the top of RIAs' minds going into 2011.
The Motley Fool July 23, 2008 Rick Aristotle Munarriz	Teething Pain at E*Trade The discount brokerage takes baby steps back toward profitability.
Registered Rep. October 15, 2010 Jerry Gleeson	Fewer, But Bigger Breakaway Brokers Joining RIAs With markets stabilizing and bank-brokerage merger integrations progressing, fewer brokers are fleeing the big Wall Street wirehouse firms for the RIAs and independent b/ds in 2010.