Articles tagged "Interactive Brokers"
After big Memorial Day systems merger, Charles Schwab & Co. gets an earful from TD Ameritrade investors -- and one RIA son-in-law -- over snafus, mobile app letdown and agonizing call center experiences
Vocal Twitter-using TDA investors don't hold back their dismay about how much got allegedly lost in translation for data and access
May 31, 2023 at 2:26 AM
Small RIA custodian launches dream crypto trading and custody-- cheap, broad and on one screen-- but will supply drive profitable demand?
Interactive Brokers lets RIAs -- even Schwab and Fidelity RIAs skimming the service -- do one screen for conventional securities and Bitcoin, Ethereum, Litecoin and Bitcoin Cash.
October 19, 2021 at 5:55 PM
When Interactive Brokers sweetened its RIA custody offering in 2019, it worked -- so now it's investing in more sugar
The Greenwich, Conn. custodian now has 25,000 funds on its supermarket, new simplified trading software and a heightened sense of urgency as Wall Street scoops up competitors
June 3, 2020 at 4:43 PM
With Robinhood pacing the new norm, Interactive Brokers outpaces Schwab in race to give RIAs free fractional-share trades
The Greenwich, Conn., discount broker -- with Robinhood promising to be next -- has already pulled the free-fractional lever for retail investors and plans to make the time interval for RIAs between promise and delivery -- i.e. vaporware -- far shorter than the Schwabitrade merging conglomerate.
December 18, 2019 at 10:49 PM
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
Unfazed by declining assets, VC-backed Covestor has another go with a new CEO and some concessions to the old-fashioned machinery of investment advice
The good news is that it has 400 clients -- up from 150 a year ago -- but can the company still be seen as primarily web-based?