TD Ameritrade Stands Tall
By James J. GreenAt its 14th annual conference, held February 3-6 in Orlando, TD Ameritrade Institutional reported record attendance of 2,000, including 1,200 advisors. That strong showing matched...
February 17, 2010
Investors Cap Grows Profits, Boosts Recruiting of Top FAsIn terms of its advisor headcount, the broker-dealer has some 550 reps, down from over 600 a year ago, and says it is "emphasizing recruiting quality over quantity and culling lower-producing representatives."
February 17, 2010
Raymond James: Recruiting Wirehouse and Other Advisors with $1 Billion in Total AUMRecruited advisors continue to join Raymond James from Merrill Lynch, Morgan Stanley Smith Barney and Wells Fargo Advisors.
February 16, 2010
The Online Soapbox: Bank of America Merrill Lynch's Take on Retirement Planning ReformGreater financial education and advice for workers would support the success of reform initiatives
February 16, 2010
Building Portfolios on the Road to Independence. Part III: The Role and Use of EquitiesThe topic this week is how I use stocks in building client portfolios. First let me say that I do not consider myself a stock...
February 08, 2010
TD Ameritrade Stands Tall at National ConferenceAttendance matches confidence of top TD officials
February 08, 2010
Building Portfolios on the Road to Independence. Part II: The Role and Use of BondsLast week I discussed the first stage of my portfolio construction process. Clearly, this was a difficult task to complete in a 400-500 word essay...
February 01, 2010
Building Portfolios on the Road to IndependenceWhen I started this blog back in May 2007, the intent was to write about the day-to-day issues I faced as an independent advisor. Now,...