-
By Janet Levaux, AdvisorOne |
March 21, 2013
The independent broker-dealer ends its CNBC campaign this week and refuses to elaborate on future plans.
-
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.
-
By Joyce Hanson, AdvisorOne |
March 16, 2012
Setting a record, income annuity sales grew almost 18% in fourth-quarter 2011 and nearly 7% for the entire year, according to a Beacon Research annuity study.
-
By Marlene Y. Satter, AdvisorOne |
October 24, 2011
New products introduced over the last week include a new dividend ETF from Schwab. Also, Ashmore launched a new emerging markets fund, and Russell expanded two of its indexes to global markets.
-
By Marlene Y. Satter, AdvisorOne |
July 28, 2011
This week in new hires, the Seiler brothers went to Raymond James, while Greg Williams was named to a new position there; Carson Wealth Management launched its own RIA; and Aaron Cooper and Richard Perkins went to Putnam.
-
By Marlene Y. Satter, AdvisorOne |
June 30, 2011
Investors who do their own trading and investing say the fees and trading charges they must pay less acceptable than they did in 2010, according to a J.D. Power survey released Thursday. USAA ranked No. 1.
-
By Melanie Waddell, AdvisorOne |
April 25, 2011
Flows into open-end target maturity funds were $16.6 billon in the first quarter, a 7% increase over the first quarter of 2010, Ibbotson report shows.
-
By Joyce Hanson, AdvisorOne |
November 11, 2010
As the nation observed Veterans Day on Thursday, USAA announced that it would do more to help veterans by offering them a new online retirement savings and distribution tool.
-
By Janet Levaux, AdvisorOne |
September 29, 2010
E*Trade's 2.3 million brokerage investors can now buy 18 mutual funds from USAA,thanks to an agreement announced Friday.
-
By Janet Levaux, AdvisorOne |
September 28, 2010
Online investors using the E*Trade brokerage platform can now buy 18 USAA mutual funds, including the top 10-year USAA Precious Metals and Minerals Fund, with no loads or transaction fees.