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'Best interests' and 'fiduciary' aren't the same, so which will the SEC choose?

April 10, 2018

We're now into the second quarter of the year, and everyone involved in the debate over investment advice standards is eagerly awaiting the Securities and Exchange Commission's fiduciary rule proposal. Oops. Like Britney Spears, I did it again....

TD Ameritrade has cut more than 1,100 Scottrade jobs

March 23, 2018

As TD Ameritrade Holding Corp. continues to absorb its $4 billion acquisition of Scottrade Financial Services, layoffs have now exceeded 1,100 in the St. Louis area where Scottrade is based, according to published reports. A TD Ameritrade spokesman...

The importance of looking at new fee models

March 17, 2018

When your business model is designed around collecting a fee pegged to assets under management, the ebbs and flows of the financial markets can be nerve-wracking. For small advisory firms, which don't have a lot of room to cut overhead when...

What's the first thing advisers should do when they get home from a conference?

February 15, 2018

After attending a financial services conference, advisers can be overwhelmed by options, choices and tools. What's the first thing they should do when they get back to their office?

Fintech aims to digitize estate planning

February 14, 2018

Technology has digitized goals- and cash-based planning, but developers have largely ignored the final phase of an investor's financial life — after-death planning. The estate planning world still relies primarily on paper documents and file...

Deciphering crypto currency

February 14, 2018

From the Wild West to today, Bitcoin has had many stages in its growth. Lex Sokolin of Autonomous Research takes off his tin foil hat to explain where we are in the maturation of Bitcoin.

WisdomTree's Siracusano: What are ETF model portfolios?

February 13, 2018

Advisers are gravitating toward model portfolios. But why is that and how can you access these tools. Luciano Siracusano of WisdomTree offers his perspective.

Cycling for a cause

February 13, 2018

What do stationery bikes and virtual reality have to do with charity? At the TD Ameritrade LINC conference the answer is everything. TD Ameritrade partnered with several charities, including Invest in Others, to raise money for some very good causes.

What do advisers need to better serve clients?

February 12, 2018

How should advisers be digitizing advice? Brookstone's Dean Zayed explains that advisers need an array of tools and services to be nimble and flexible.

AdvisorEngine's Ramsey: How to use technology to stay ahead of the game

February 12, 2018

How can advisers implement and use the best technology to make their practice thrive? We sat down with Craig Ramsey of AdvisorEngine to find out.

Where does the fiduciary rule stand?

February 12, 2018

What's next for the DOL fiduciary rule? Will the SEC step in? Skip Schweiss of TD Ameritrade offers his perspective.

Aberdeen's Robinson: What are the drivers of emerging market performance?

February 9, 2018

Emerging markets are soaring worldwide, but what is driving the growth? Nick Robinson of Aberdeen discusses major trends in China and beyond.

A closer look at where advisers are heading

February 9, 2018

Adviser movement continues at a rapid pace, but where are they headed next? Ryan Shanks of Finetooth Consulting joins the debate to discuss: Should I build or should I join?

How Amazon and Netflix are changing your business

February 9, 2018

Big brands, like Apple and Netflix, have changed your clients' expectations about customer service. Ron Carson of Carson Group explains how his firm is taking cues from Amazon and Netflix to keep pace.

How to reach more mass affluent clients

February 9, 2018

Advisers are always looking for ways to expand their business and add more clients. But how can you do it while maintaining a strong level of service? RIA Greg Fink joins us on the GameDay set to discuss how his firm is drilling down market.

Cybersecurity trends

February 9, 2018

Cybersecurity is more complex than just 'hacking' and 'phishing.' A discussion of the dangers of the cloud with Cleverdome's Aaron Spradlin.

Fintech trends: What's next for 2018?

February 9, 2018

Fintech is leading the way to help disrupt and energize the financial advice industry. TD Ameritrade's Jon Patullo offers his perspective on where the puck is heading.

What does the pipeline for top talent look like?

February 9, 2018

Why is the pipeline for top talent for RIAs so constrained? Kate Healy of TD Ameritrade examines recruiting trends impacting the industry.

AdvisorEngine's Cancro: How the Junxure deal will reshape the industry

February 9, 2018

AdvisorEngine's acquisition of Junxure is a deal four years in the making. CEO Rich Cancro takes us inside the deal and explains what it means for the firm's strategy in 2018.

Cybersecurity: Does your firm have blind spots?

February 9, 2018

TD's Vanessa Oligino discusses what is keeping advisers up at night, and something they may not be thinking about, but should.

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