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Content tagged "BAM Advisor Services"



Tom Nally: We want to simplify this for them so they can actually get engaged in retirement and leverage the TD Ameritrade brand name.

TD Ameritrade launches a 'Goldilocks' 401(k) approach aimed at competing with big wolves -- like Fidelity and Schwab
The turnkey RIA service seeks the middle ground between set-and-forget target date funds and the crazy complexity of building a 401(k) practice

Friday 1.31.14
Adam Birenbaum: Someone will emerge from the RIA space to be the size and scale to compete with the largest wirehouses -- so why not us?

How a $20-billion RIA is buying its 'Microsoft' marketing agency as the engine for propulsion to $100-billion
Adam Birenbaum is betting on David Levin to be his J. Pierrepont Finch but to succeed by really trying

Thursday 10.10.13
Adam Birenbaum: We can't compete against Morgan Stanley from an advertising budget.

Focus Financial gets a long-sought $400 million DFA RIA in Dallas -- with Adam Birenbaum's firm as the final added ingredient
Rudy Adolf's roll-up-like team used crerativity and persistence to get Jim Whiddon out for coffee; Matt Brinker at United Capital also closed a small deal but projects bigger revenue will come aboard soon

Tuesday 7.2.13
Scott Pritchard: Wall Street lawyers had plenty of time between 2007 and last July to create slight-of-hand ways to "disclose" these fees without providing meaningful transparency.

Why 408(b)(2) is a flop for the 401(k) business and how RIAs can turn it around
The disclosure requirement sat around so long that workarounds got developed and employers got comfortable in the boiling water

Wednesday 4.10.13
Adam Birenbaum: We all have our own individual management agreements, which is important to understand.

What RIA principals in the Focus Financial family have to say about a rumored deal for the consolidator
Buckingham/BAM, The Colony Group and LLBH leaders see it as business as usual that Summit would want to roll over ownership of its stake

Tuesday 7.17.12
Anne Tuttle:  We’re happy to see more information provided to sponsors.

How giant advice provider Financial Engines can sweep the 401(k) field -- or not
It has $53.7 billion of assets under its managed account platform, but how the new DOL disclosure rules, competition from Morningstar and Schwab's bet on GuidedChoice play out will be very telling

Tuesday 5.22.12
Mont Levy: We see the DFA advisors looking at this opportunity very closely.

Buckingham expedites turnkey 401(k) strategy by buying a fellow DFA TAMP
Competitors for advisors' business (like that little company, Fidelity) aren't sitting still as demand surges

Wednesday 1.5.11

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Most Emailed Stories »

 Mark Egan: Holding brokers to a fiduciary standard over the period 2008-2012 would have increased investor returns by as much as 2.73% per annum.
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Part II: Tick, tick ... How FINRA tramples on 'settled' principles of the Supreme Court, and even Adam Smith, in its sanctification of two-hatted advice

Justin Wisz: It's the same type of tracking Google has on you and me ... If we had that, we'd have the Holy Grail.
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Vestorly makes play for RIA browsers with $4.1 million of VC funding -- tiptoeing past prowling issue

Steve Dunlap: One of the things I was always so outspoken about was the engineering was great but the user-interface and the experience was something that could have been better.
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Ex-Lockwood CEO Steve Dunlap takes on role at FolioDynamix after being a customer with a bone to pick

ETF.com's Dave Nadig [l.] warned that unchecked growth could exacerbate liquidity issues in the high-yield bond market.
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An advertiser's chats from the Inside ETFs event and the Vanguard-versus-the-world chess match they depict

Naureen Hassan's departure from Schwab did not necessitate a replacement nor did she take anyone's place at Morgan Stanley -- unless you want to say she replaced Greg Fleming.
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What exactly to make of Morgan Stanley poaching robo-talent Naureen Hassan from Schwab on the heels of Greg Fleming's departure


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