E*Trade

• 

  10 Favorite Super Bowl TV Ads by Financial Firms

  By Dan Berman, AdvisorOne  |  February 1, 2013

  AdvisorOne looked at 46 years of Super Bowl TV commercials, finding favorites starring Homer Simpson, Jerry Seinfeld and an unknown mutual fund pitchman from 1973.

• 

  Will Australian Financial Reforms Be a Template for the U.S.? Pt. 2

  By Michael E. Kitces  |  September 24, 2012

  Changes include a ban on investment commissions and fiduciary duty for those giving advice.

• 

  What Makes Your Clients Tick? A Peek at 10 Finance Firms’ Customers

  By Joyce Hanson, AdvisorOne  |  August 17, 2012

  Looking to connect with potential clients? New Media Metrics analyzed the customers of 10 major financial institutions to discover their interests and favorite media, as well as the emotional pull of the banks themselves.

• 

  Former TD Waterhouse Exec Petrilli Named E*Trade CEO

  By James J. Green, AdvisorOne  |  August 10, 2012

  The chairman of the discount brokerage firm assumes the interim CEO role following the departure of Steven Freiberg.

• 

  10 Best Online Brokerage Firms Ranked by Retail Investors: J.D. Power

  By Janet Levaux, AdvisorOne  |  June 14, 2012

  Overall satisfaction of Web-based investors is up, though their opinion of firms' fees and trading charges has declined in the past 12 months.

• 

  Direct Firms Can Grow Through Managed Accounts: Cerulli

  By Marlene Y. Satter, AdvisorOne  |  March 8, 2012

  In its managed accounts edition of The Cerulli Edge, the company finds that even as wirehouse market share declines, that of the direct channel is growing steadily, if not at a breakneck pace. The reason? Direct providers are able to keep their existing self-directed clients interested by providing managed accounts...

• 

  Top Portfolio Products: E*Trade Launches Bond Center; Goldman Adds New Funds

  By Marlene Y. Satter, AdvisorOne  |  March 2, 2012

  The latest iShares debut, as well as details on a new REIT and the latest annuity introductions.

• 

  Direct Providers Threaten Advisors’ Client Base: Cerulli

  By Marlene Y. Satter, AdvisorOne  |  February 23, 2012

  Those advisors most in jeopardy are those who compete most directly with providers such as Schwab, Fidelity and E*Trade.

• 

  Top 10 Trends in Wealth Management for 2012

  By Marlene Y. Satter, AdvisorOne, Joyce Hanson, AdvisorOne  |  January 24, 2012

  Whither wealth management? The industry will continue to undergo radical changes that began in 2008, says Aite Group in a detailed report.

• 

  Look at GOP Candidates; Markowitz Defends MPT; 10 Team Building Mistakes: August Research—Slideshow

  By Gil Weinreich, AdvisorOne  |  August 10, 2011

  Author and analyst Nicole Gelinas laments the absence of meaningful debate on the one key issue in today’s economy: the houses of debt Americans are living in. Plus, practical advice on teambuilding, storyselling and more...