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TD Ameritrade is now offering clients one-on-one relationships with senior financial consultants, as well as access to a digital investing platform as part of its Personalized Portfolios "hybrid" platform for self-directed investors who still look for advice on portfolio construction and goals-based investing. Not only will clients have access to an advisor at any of TD's 360-plus branches, but those advisors will work with portfolio consultants to build tailored portfolios for each client. ...
Investors Aren't Biting on MILN
Do investors always pour money into high performing ETFs? The Global X Millennials Thematic ETF (MILN) is two years old but has only amassed just under $20 million in assets under management. According to Todd Shriber on Benzinga.com, that shows that investors are just not that interested in a "niche ETF" focused on "companies that have a high likelihood of benefiting from the rising spending power and unique preferences of the U.S. Millennial generation," ...
Group Managing $12 Billion Partners With Broker/Dealer Chalice
Atlanta Consulting Group, an Atlanta-based wealth manager that advises on more than $12 billion in client assets, said Wednesday it had chosen Chalice Capital Partners as its broker/dealer. Chalice Capital Partners is the independent b/d branch of the Chalice Financial Network, which offers its network of financial advisors a shared-services and technology platform. ... |
