Portfolio

"As breakaway brokers continue to seek the benefits of the independent RIA model and a large number of RIAs near retirement, we're seeing unprecedented opportunities to create mutually beneficial relationships between advisors," said Ben Welch, Ameritrade's director of advisor business development. "RIAConnect meets the increasing demand for a more effective way to connect firms and helps support advisor growth potential."

The increase in both market volatility and interest from the Baby Boomers in generating retirement income should be a slam-dunk for variable annuities.

In an effort to give smaller RIAs access to a broader array of services, Ron Carson has launched Carson Institutional Advisory. The new platform includes a succession planning strategy as an added attraction.

Mutual fund shareholders are paying their managers less today in fees than they were 20 years ago or even last year.

Exchange-traded funds added $22.36 billion in August, driving total ETF assets to $1.215 trillion.

London-based ETFGI has added Feargal Dempsey as a partner and Legal Counsel.

Foreign investment in the U.S. municipal bond market has exploded in the last 10 years.

TD Ameritrade announced Wednesday it will introduce access to a full range of competitively priced annuities to help independent registered investment advisors meet increasing client demand for retirement income solutions.

Exchange-traded funds added $22.36 billion in August, driving total ETF assets to $1.215 trillion.

Huntington Asset Services is trumpeting the growth of its Valued Advisers Trust, its second series trust, which recently reached assets under management of $500 million.