TD Ameritrade angers RIAs who feel 'blindsided' after TD Ameritrade's actions prompt the departure of all Vanguard and some iShares ETFs from its NTF platform
The Omaha-based broker's roll-out of new ETF platform also removes Morningstar as ETF-picker as new State Street ultra-cheap fund line-up gets the Vanguard/iShares spoils
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Stephen Winks
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Tad Borek
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Stephen Winks
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Alan Moore is the No. 2 busiest man in the RIA business and he just convinced the No. 1 busiest man to budget $200,000 to hire a 'rockstar' to replace him
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Dimensional Fund Advisors, long the flagship of factor investing, struggles to chart a course as a nimble rival and big foot competitors cut into its market--and exploit its slow move to ETFs
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August 9, 2022 at 1:57 AM
See more related moves
TD Ameritrade
Asset Custodian
Top Executive: Tom Nally
State Street Wealth Manager Services
Asset Custodian
Top Executive: Marty Sullivan
Kitces.com
Consulting Firm
Top Executive: Michael Kitces