News Feed

On April 23, Legg Mason is reportedly bowing out as sponsor of a pro tennis tournament.

On April 23, TD Ameritrade ramped up its sales team with a new hire.

On April 23, Forward bolstered it insitutional coverage with a new hire.

Here are 10 ways advisors can set themselves apart in a crowded market.

Investors can’t seem to get enough of exchange-traded funds and notes, a fact that has regulators on high alert and ETP providers racing to come up with ever-more creative offerings to differentiate themselves from the competition. But who is looking out for investors?

On Pril 23, Gus Fleites confirmed his departure from Invest n Retire.

The company's net income more than tripled from the fourth quarter and rose 39% from a year earlier, to $245 million. Revenue rose 8% from the fourth quarter and 3% from a year earlier, to $2.2 billion.

A Kent, Wash., credit union joins peers from California and Michigan in opposing legislation that would allow non-profits to more than double their commercial lending.

Christine Gaze will focus on building and maintaining TD Ameritrade's array of practice management programs designed to help independent RIAs.

Investors have no shortage of people to go to for advice. In addition to hundreds of thousands of financial advisors, they can turn to financial websites, blogs and financial shows on television. With such fierce competition, how can advisors stand out from the crowd? Consultant Paul Werlin, president of Human Capital Resources, has a few ideas. In a story in our upcoming May issue, Werlin identifies 10 ways advisors can set themselves apart in a crowded market. Here’s a preview.