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The Motley Fool
February 3, 2010
Dan Caplinger |
The Answer You've Been Waiting For Back in November, Charles Schwab announced that it would introduce exchange-traded funds of its own. Fidelity answers Schwab with an even better deal for investors.   |
The Motley Fool
May 19, 2010
Dan Caplinger |
How to Win With Fidelity's Free iShares ETFs Rather than going the same route as Schwab and Vanguard -- by offering in-house funds -- Fidelity has decided to make a partnership deal with ETF provider iShares. |
Investment Advisor
August 2006 |
Upgrades The Fidelity Charitable Gift Fund announced the Charitable Investment Advisor Program... Dan Skiles, chief of technology for Schwab Institutional, said that as of May 1, more than 500 Schwab-affiliated advisory firms... etc. |
The Motley Fool
June 8, 2007
Amanda B. Kish |
Foolish Weekly Fund Wrap-Up Barclays struggles to crack 401(k) market... Funds' cash stakes falling... Fidelity chasing market share... |
Investment Advisor
March 2010
Robert F. Keane |
Changes at the Top for RIA Units at Fidelity and Schwab At a time when growth in the RIA channel has been robust to say the least, the two largest custodians have announced executive changes and restructuring of their units serving RIAs. |
Registered Rep.
February 2, 2010
Kristen French |
Fidelity Makes Trade Pricing Uniform For RIA And Retail Clients Fidelity's RIA custody division, Institutional Wealth Services, said it was cutting fees for U.S. equity and options trades. It also began offering commission-free online trades for its iShares ETFs and Fidelity Nasdaq Composite Index Tracking Fund. |
Investment Advisor
November 2009 |
Upgrades Advisor Products: Laserfiche introduces PhotoDocs, a new document capture system... Fidelity's National Financial has debuted its Bank Deposit Sweep Program... Morningstar is beta testing a new product called Morningstar QuoteSpeed... more... |
Investment Advisor
June 2006 |
Upgrades At the Fidelity Brokerage Company's Executive Forum, President Ellyn McColgan said FBC is increasing overall technology spending to $950 million... A report reveals that advisors fleeing the wirehouses are primarily interested in... etc. |
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. |
Registered Rep.
September 22, 2008
John Churchill |
Wall Street's Pain Is RIAs' Gain: Reps Flee Wirehouses, Bring Assets to Fido And Others Despite the still-outsized signing bonuses offered by most Wall Street firms, the steady trickle of brokers leaving wirehouse firms to join or form their own RIA firms is growing. |
The Motley Fool
December 31, 2010
Dan Caplinger |
3 Steps to Start Off 2011 Right Check this resolution off your list right now. |
The Motley Fool
March 29, 2011
Dan Caplinger |
Another Step Toward Fee-Free ETFs Scottrade enters the broker fray. |
The Motley Fool
May 14, 2007
Dan Caplinger |
Sweep Up More Income Get your brokerage cash working harder for you. |
Registered Rep.
July 23, 2010
Brad Zigler |
An ETF Commission War Is Brewing There's something afoot in the ETF space that's going to challenge reps and advisors to create value-for-money propositions for their services. |
Investment Advisor
January 2007 |
Briefs Barclays Bank announced an agreement with Bayerische Hypo-und Vereinsbank AG... Deutsche Bank launched five mutual funds that comply with traditional Islamic law, or Shari'a... etc. |
The Motley Fool
May 5, 2010
Dan Caplinger |
Vanguard Enters the Broker Wars The fund giant undercuts the competition and offers free ETFs. |
Registered Rep.
May 8, 2013
Diana Britton |
Moving on Up: Go Independent and Make More $ Advisors who switched firms saw a jump in their compensation, especially among those who went independent. |
The Motley Fool
June 22, 2010
Dan Caplinger |
Why Mutual Funds Are Here to Stay The death of funds is greatly exaggerated. |
Investment Advisor
July 2008
James J. Green |
Further Integration at Fidelity Registered independent advisors and broker/dealer arms at Fidelity announce a joint program. |
The Motley Fool
February 4, 2010
John Rosevear |
Your Path to Wealth Just Got Simpler The brokerage price war is a boon for retirement investors. |
The Motley Fool
September 28, 2011
Dan Caplinger |
Where You'll Find Commission-Free ETFs Why pay more than nothing at all? |
The Motley Fool
May 21, 2010
Dan Caplinger |
Will These Stocks Survive the Broker Price Wars? For those brokers who haven't yet figured out what their next steps should be, is time running out to remain competitive? |
Investment Advisor
April 2010
Robert F. Keane |
Catching Up With... A short conversation with Fidelity Client Experience Executive VP Maggie Serravalli. |
The Motley Fool
October 5, 2011
Dan Caplinger |
A Leader That Could Make You Rich iShares lead the industry with hundreds of ETF offerings. |
Registered Rep.
June 1, 2005
Kristen French |
Fido Attacks! Long a distant second to Charles Schwab in the lucrative business of serving financial advisors, Fidelity is making an aggressive push to close that gap. And some advisors are taking notice. |
Registered Rep.
September 24, 2015 |
The 2015 Wealth Management Industry Awards Winners Companies like Charles, Schwab, Fidelity, and Betterment are profiled for their achievements in financial services. |
The Motley Fool
May 20, 2010
Dan Caplinger |
Make the Most of Free Schwab ETFs Can the first discount broker stand up to its competition? |
Registered Rep.
October 25, 2010
Charles Paikert |
Fidelity Targets RIAs with UHNW Clients In an effort to attract more financial advisors who have -- or would like to have -- ultra-high-net-worth clients, Fidelity Investments is offering them the same high-end services it offers to family offices. |
The Motley Fool
November 4, 2009
Dan Caplinger |
This Will Change the Way You Invest Charles Schwab is preparing to offer ETFs in a way that few have seen before: free of charge. |
Investment Advisor
January 2009
Kara P. Stapleton |
Upgrades New products and programs: Fidelity Institutional Wealth Services WealthCentral platform... Vanguard will launch the firm's first international small-cap index fund... United Capital Financial Partners acquires three investment advisory firms... etc. |
Investment Advisor
December 2006
James J. Green |
Sowing Good Works How financial advisors and their partners are fostering local and worldwide philanthropy. |
Investment Advisor
July 2010 |
IA Soapbox: Europe, ETFs, and the Fiduciary Standard The European landscape of ETFs looks much different than the U.S., partly due to the lack of a fiduciary duty to clients among advisors there. |
Investment Advisor
July 2009 |
Upgrades What's going on: Pershing LLC has rolled out its NetX360 technology platform... Kohlberg Kravis Roberts announces an agreement with Fidelity Investments... Vanguard plans to merge funds... Laserfiche introduces Avante... more... |
Investment Advisor
December 2005
Andrew Gluck |
The Gluck Report, Part I: The Big Three's Tech Plans for 2006 New tech initiatives from the leading custodians have lots of features aimed at attracting and winning over RIAs without making them feel like they're losing their independence. We talk to the tech heads at Schwab, Fidelity, and TD Waterhouse. |
Entrepreneur
August 2007
Scott Bernard Nelson |
Exchange-Traded vs. Index Funds Tried-and-true index funds still rank highest, but exchange-traded funds can add spice to a well-rounded portfolio. |
Investment Advisor
November 2006 |
Now and Then When it comes to plowing through the complexities that are associated with retirement planning, advisors need all the help they can get. Fidelity looks ahead to dominate retirement planning now. |
Registered Rep.
September 16, 2008 |
Barclays Picking At Lehman Carcass; Clock Is Ticking Barclays Capital, one of Britain's largest banks, is nearing a deal with Lehman Brothers to buy its core broker/dealer business, and is in talks to sell its investment management unit to one or more private equity firms. |
Registered Rep.
January 18, 2011
Jerry Gleeson |
Record Generosity at Schwab, Fidelity Giving Accounts Double-digit market returns in 2010 helped boost Americans' charitable spirit, with top donor advised funds reporting new records in charitable contributions. |
Investment Advisor
September 2009 |
Upgrades What's going on...with investment and insurance companies in the news. |
Registered Rep.
December 1, 2005
Stan Luxenberg |
Some Mutual Funds Win in Tax Game It's true, on average, that exchange-traded funds and separate accounts have tax advantages over mutual funds. But advisors shouldn't dismiss mutual funds too quickly. |
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. |
Financial Advisor
July 2011
Marla Brill |
Schwab's Low-Cost ETF Gamble Schwab is undercutting competitors with low fees, but still faces a challenge in differentiating its ETFs from those offered by more established players. |
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? |
Investment Advisor
February 2010
James J. Green |
Schwab Keeps Up the Price Pressure Cuts equity commissions to $8.95 per trade; rolls out more commission-free ETFs. |
Financial Advisor
December 2008 |
Advisor Emporium New products of interest to the financial advisory industry. |
The Motley Fool
September 14, 2010
Dan Caplinger |
3 Tips to Start Saving for College Saving for your child's education doesn't have to be complicated. |
Financial Advisor
April 2008 |
Advisor Emporium Fidelity Enhances RIA Management Platform... Vanguard Changes Investment Advisory Teams... New ETF Revenue-Based Index Launched... Lehman Brothers Creates An ETN Platform... RCB Small Cap Value Re-Opens... etc. |
The Motley Fool
November 11, 2011
Dan Caplinger |
How This Broker Can Succeed Now It's time for E*TRADE to join the free-ETF club. |
Registered Rep.
October 1, 2005
John Kador |
Schwab Does It Again Charles Schwab, the pioneering discount broker who was slammed by the tech wreck and suffered through protracted management struggles in the past two years, is beating the wirehouses at their own game. |
Investment Advisor
January 2009
James J. Green |
Schwab Reorganizes; Fidelity Hires; Pershing Provides The three major custodians of RIA assets announce big executive changes and a new practice management program. |
