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Fidelity bets on new web-based technology

Fidelity Investments just upped the stakes in its battle against industry leader Charles Schwab. Both of course would like to be the platform of choice for registered investment advisors--as would TD... Read more...

Press Releases

Schwab Announces Agreement to Acquire Windward Investment Management, Inc.

SAN FRANCISCO--(BUSINESS WIRE)-- The Charles Schwab Corporation today announced an agreement to acquire Windward Investment Management, Inc., for $150 million in stock and cash. The deal is expected Read more >>

Investment Professionals, Inc. Adds Two Fixed Income Hires

Focus on RIAs in Ongoing ExpansionSAN ANTONIO, Aug. 26 /PRNewswire/ -- Leading bank broker-dealer Investment Professionals, Inc. (IPI) today announced the hiring of James "Tony" Beigel as a Fixed Read more >>

Despite Roadblocks, Some Light at the End of the Tunnel, Finds Charles Schwab Survey of Independent Advisors

Advisors say double-dip recession unlikely, S&P likely to rise, 2011 tax strategies should be a priority SAN FRANCISCO--(BUSINESS WIRE)-- While world events have caused independent investment Read more >>

TD AMERITRADE Reports Monthly Metrics

OMAHA, Neb.--(BUSINESS WIRE)-- TD AMERITRADE Holding Corporation (NASDAQ: AMTD) today announced Company metrics for July 2010. Monthly activities included:An average of 327,000 client trades per day Read more >>

ConvergEx Grows Its NorthPoint Boutique Prime Services Business

NEW YORK, Aug. 9 /PRNewswire/ -- ConvergEx Group, a leading technology company, today announced that it has expanded NorthPoint Trading Partners, its recently acquired boutique prime services Read more >>