“Close” may be good enough for horseshoes and hand grenades, but it just doesn’t cut it for exchange-traded product (ETP) returns. Investors and their advisors are often surprised by the disparate results obtained from their...
When you design a portfolio by market capitalization and investment style, do you consider the cash value and death benefits of your client’s life insurance policy in the mix? Some experts say you should. Why? The death benefits and steady...
TD Ameritrade saw 95 breakaway brokers sign up last quarter, bringing average initial assets of $30 million each to the custodian platform, Chief Executive Fred Tomczyk said today after the parent company reported record revenue and record new...
Father-daughter advisor team Martin Gelb and Sonya Gelb Choeff have jumped ship to Raymond James in Miami Beach, Fla., from Morgan Stanley Smith Barney, as the fight for talent continues.