Articles tagged "E*Trade"


HeadlinePublish date

E*Trade finds now the right time to launch its e-advice robo with an 'active' twist

The New York-based discount broker means to put $1-million minimum-bogey institutional funds in the hands of retail investors

July 8, 2016 — 11:11 PM UTC

LPL poaches E*TRADE's CFO and turnaround specialist as its chief financial officer

Matthew Audette, 41, is moving from New York to San Diego and will begin his new job in late September

June 1, 2015 — 10:33 PM UTC

Bloomberg: BoA's market-making unit for its Merrill Lynch wealth division gets suddenly scrapped

The news and data giant is reporting that heat from Flash Boys made the investment bank think twice about conflicts

May 22, 2014 — 2:22 AM UTC

Jon Foster partners with $40 billion institutional advisory firm in bid to create big RIA

The former E*TRADE and Carson Wealth executive is leveraging the business of Angeles Investment Advisors and will recruit elite wirehouse brokers

February 8, 2012 — 2:54 PM UTC

What ex-E*TRADE CEO Mitchell Caplan says emboldened him to lead an $83 million management coup of Jefferson National

By pouring in capital from a former Goldman Sachs leader and others into a bigger sales effort, Caplan believes sales of annuities through RIAs are set to explode

January 17, 2012 — 8:26 PM UTC

RIAs and online brokers are winning the market-share game

Wirehouses will have to re-up retention bonuses or see mass migrations of top producers

July 27, 2011 — 2:25 PM UTC

E*TRADE unwinds its RIA roll-up, and a giant RIA rises in the Boston burbs

Mark Hurley chips in the cash and Liz Nesvold sells Kobren for a second time

March 21, 2011 — 2:53 PM UTC

Online brokers may be bigger threat to financial advisors than they realize, study says

E*Trade, Schwab and Fidelity win assets from advisors and relinquish them grudgingly, according to Aite Group report

April 19, 2010 — 7:27 AM UTC

Analysts issue opinions on Merrill Lynch and TD Ameritrade based on new information

Merrill Lynch or another wirehouse, not a discount broker, should acquire E*Trade, researcher says

April 19, 2010 — 7:26 AM UTC

Morgan Stanley report: TD Ameritrade and other rivals may face pricing dilemma after Schwab price chop

San Francisco broker can cut commissions with relative impunity now that it has shifted primarily to fees

January 8, 2010 — 5:23 AM UTC