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The Weekly Skim for Investment Professionals & Financial Advisors
Issue WK6 - 2.4.19 
TD Ameritrade Institutional's #NationalLINC

My bags are packed and script ready. I will be joining thousands of industry professionals at TD's largest conference in San Diego, CA this week. Over one hundred integrators will be setting up their booths at Veo Village as the three-day conference highlights new technologies and advisor trends. Come visit me at Innovation Alley to learn more about what I'm working on!
The Biggest Risks RIAs Face

According to Mark Tibergien, the biggest risks RIA firms face are keeping employees and clients. He expects the number of RIA firms with $1 billion or more will continue to grow, leading eventually to 10 national firms, 200 to 300 “super regional firms” and large local firms as the broader industry shifts more from brokerage to advisory services and from a product focus to client focus.

According to Cerulli, close to 700 RIAs with $1 billion or more in assets — or less than 4% in the industry — control about 60% of client assets.

BofA Expands Free Trading in Stocks, ETFs for Rewards Customers

The bank is expanding eligibility for its commission-free trading on the Merrill Edge online platform to over 5.25 million customers that have combined total assets of $425 billion. 

Wells Fargo Launches RIA Channel

Fee-only advisors can now custody assets via WFA subsidiary First Clearing and use TradePMR, an outside firm, as their BD.

Bitcoin dealer seeks credit protection; dead owner had sole access to $250M

115,000 account holders are owed $250 million, which is locked up in “cold storage” only accessible to the recently deceased founder and CEO, Gerald Cotten. 

Read more on Times Colonist 
Read Past Newsletters
Have a great week! 

- Timothy Hooker, AIF® 
Founder of the Digital Wealth Planner

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