Behind Discount Brokers’ Boom: Indy Advisers, Not Day Traders

Parker Evans, CFA, CFP tweets Wall Street Journal report that discount brokers Charles Schwab and TD Ameritrade have fast growing business units catering to independent Registered Investment Advisors and their clients.

Download PDF -Behind Discount Brokers’ Boom: Indy Advisers, Not Day Traders – WSJ

Download Interactive Brokers Investor Presentation

Page From Interactive Brokers Q3 2017 Presentation - Growth Comparison with Schwab, TD Ameritrade, E*Trade.

Page From Interactive Brokers Q3 2017 Presentation – Growth Comparison with Schwab, TD Ameritrade, E*Trade.

By |2017-12-23T10:36:44-04:00December 15th, 2017|Financial Planning and Investment Blog|0 Comments

About the Author:

Parker Evans, CFA, CFP, CMT is President of Successful Portfolios LLC, an SEC Registered Investment Advisor Firm based in Clearwater, FL. Parker helps individuals, families, and organizations plan and manage custom investment portfolios at leading brokerages including Charles Schwab, TD Ameritrade, and Interactive Brokers.