Practice

Approximately 300 advisors affiliated with independent broker-dealer Symetra Investment Services, based in Bellevue, Wash., now have access to a Envestnet's online tools, including aggregated reporting capabilities.

TD Ameritrade Institutional drew a record 441 breakaway brokers to its platform for independent registered investment advisors in fiscal 2012, a 27% increase from a year earlier.

Research tells us that 90% of heirs will reject their parents’ advisors, and 70% of widows will change advisors after their husband’s death. Can you afford that level of loss?

Charles Schwab has launched the Schwab Advisor Center app for the iPad available for download. Advisors will now be able to access key client data such as balances, positions, and transactions from their iPads.

Charles Schwab has launched the Schwab Advisor Center app for the iPad available for download. Advisors will now be able to access key client data such as balances, positions, and transactions from their iPads.

Amid the abrupt resignation of CFP Board chairman Alan Goldfarb and allegations of improper disclosure, veteran planner Nancy Kistner takes over leadership of the organization.

Alleged violation centers on how his compensation was reported, he tells Financial Planning.; CFP Board says Goldfarb ‘is not correct’

Look for more flexible offerings from MFS Investment Management thanks to new funds in its target date suite.

Two members of CFP Board’s disciplinary and ethics commission also resigned; chairwoman-elect Kistner will start her term early.

Mid-sized banks that mostly let Wall Street and small firms speak for the industry during the debate over the Dodd-Frank Act have decided it’s time to carve out their own agenda in Washington.