Financial advisors are frustrated with annuities’ cookie-cutter approach, E-Trade’s custody platform TCA adds money managers to its exchange and MyVest “modularizes” its Portfolio Management Suite.
Kwame Brown is suing his Merrill Lynch advisor, Switzerland is still tops in international assets and MMI adds new curriculum to its Continuous Learning Center.
Michael Murray, who spent 16 years helping LPL become the nation’s largest independent broker/dealer, is leaving that firm to help implement Cetera’s next growth initiative.