Tag Archives: online brokerage

Schwab rolls out franchise business, changing rules of the advisory game

[View the story "Schwab goes franchise, changes rules of advisory business" on Storify]

Will Merrill Lynch’s new online brokerage offering make a difference?

This post originally appeared on my new site all about investing in the age of social media, Tradestreaming.  If you haven’t checked it out, you should.  Sign up for the free newsletter as well.
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There’s been a lot of speculation about what or what not Merrill Lynch (now owned by Bank of United States of America) [...]

Looks like online brokers doing an end-around financial advisors

First off, sorry I’ve been so quiet as of late.  It’s not for lack of ideas — I’m just putting the finishing touches on a book I have coming out in June.  I’ll write more about that later but needless to say, I vastly underestimated the amount of time and energy that was required in [...]