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Articles tagged "Asset Custody Project"


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Thomas Peterffy is building on his legacy by creating a bold RIA strategy at Interactive Brokers.

Interactive Brokers, the Mouse that roared, fires shot across the bows of Schwab, Fidelity, TD and Pershing over RIA custody: 'The market will catch up to our vision'

The $34.2-billion Greenwich, Conn.-based RIA custodian is allowing advisor firms with multi-custody to use its software for all assets, going way low on price and way high on technology, saying the Big Four aren't as mindful of RIAs battling fee compression

May 14, 2019 at 9:51 PM

TD Ameritrade Institutional is moving staff into this San Diego building as part of its growth

What's happening at RIABiz this week and why it matters

We've got our eye on TD Ameritrade's growth, do-it-yourself hedge fund analytics and two elite conferences starting Wednesday

October 10, 2011 at 4:08 AM

Greg Vigrass: We have some pretty rabid fans.

Folio Institutional finds its winning formula for RIA custody in specialized trading technology

Ability to allow advisors purchases of partial shares has applications in 401(k), model portfolios and investments in Berkshire Hathaway

January 21, 2011 at 2:23 PM

Catherine Ayers-Rigsby: When someone wants to use a new product, we don’t shy away from it. We research it and say: ‘Let’s go forward.’

Ceros Financial hangs a welcome sign out for RIAs who trade actively

The former Rydex RIA unit is starting new life under German ownership

June 24, 2010 at 5:13 AM

Craig Gordon: We have 2,400 in-house advisors. It would be very different if I told you it was 24,000. The commitment in that channel would be too big to disrupt..

Royal Bank of Canada is hustling to become an RIA custody force

RBC Advisor Services weaves together RIA businesses of old Dain Rauscher and old Bear Stearns

May 24, 2010 at 5:50 AM

Frank Maiorano: Maybe the elephant in the room is the service model.

Trust Company of America is modifying its approach despite lights-out growth

The Denver-based RIA custodian is no longer content to be a niche player

May 19, 2010 at 6:24 AM

Mike Durbin: Fidelity's investment management heritage and capital markets resources are unique qualities among custodians

Fidelity plows ahead in the RIA business with overhauls of service, technology and management

Stagnant for more than a decade, the Boston-based RIA custodian has become a cauldron of dynamic change in last few years

March 30, 2010 at 6:05 AM

Mark Tibergien: We are managing risk. That is what B-to-B firms do.

Pershing is working to create a better alternative assets experience

The Jersey City RIA custodian believes a defined list of criteria gives it an edge

March 8, 2010 at 5:23 AM

Mark Tibergien: We were so impressed with Schwab's service that we hired 14 of their people in the past two years.

Mark Tibergien is making Pershing an industrial strength custodian with an RIA service touch

The feisty CEO of Pershing's RIA unit believes his offering will speak to big RIAs

March 4, 2010 at 6:47 AM

Steve Walkenbach is heading Scottrade's RIA custody unit but the company is seeking a replacement for Doug Talir

Scottrade is ramping up marketing -- with an interim leader at the helm

The St. Louis-based discount broker has big momentum and a big position to fill

February 24, 2010 at 7:33 AM

Bernie Clark: We will be spending a great deal of money

Schwab is a big custodian with plans to step it up in 2010

Bernie Clark will have a juggling act of keeping service top notch and shoring up the hybrid offering

February 17, 2010 at 8:10 AM

Frederick Van Den Abbeel has made CNBC his ally in recruiting RIAs to his Florida-based custodian

Trade-PMR is elbowing its way into the RIA custody market with cheap software and expensive advertising slots

Florida custodian is opening its doors to career-changers and smaller IBD reps who want to become RIAs

February 10, 2010 at 5:35 AM

Expect to hear more in 2010 from Mike Durbin, who leads Fidelity's fast-growing RIA custody unit

Percolating: RIA custody roundup for 2010

New faces, new programs, new technology and new assets

December 31, 2009 at 4:23 AM

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