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Jul 23, 2021
While certain channels are expected to lose market share over the next decade, we’re prepared to see a rise in the number of RIA firms. To learn how you might get in on the growth story, read this whitepaper.
Scott Belous moves from TD Ameritrade's retail brokerage to lead LPL Financial's efforts to improve the end user experience.
Advisors opening service tickets or changing clients' addresses will be among those benefiting from the improvements, according to the announcement.
The TD Ameritrade trading platforms and educational tools are the first announced technology move in Schwab's acquisition.
Another familiar face, Skip Schweiss, has left TD Ameritrade Institutional. He is still slated to lead the FPA, but otherwise his plans for the future remain unclear.
COVID-19 has exacerbated the anxiety around long-term retirement savings in 401(k) accounts, according to a Schwab survey.
Financial planning is a key theme for both apps, though Spire is meant for Fidelity retail investors while Avocado is designed to bring investors to advisors.
Schwab’s latest RIA benchmarking survey shows how technology can improve an RIA’s performance. But the coronavirus has been the catalyst that pushed many to pull the trigger.
