TD Ameritrade’s Growth Story Is Kicking in, but Competitive Positioning Spend Is Also Increasing
TD Ameritrade’s long-awaited benefit from higher interest rates is finally starting to show up in revenue, but expenses look to be elevated in the near term as the company seeks to strengthen its competitive position. Since around the third quarter of 2014, the company’s net revenue has been range-bound between about $800 million and $850 million. This occurred despite brokerage peers showing material increases in their interest rate-related revenue, starting in the first quarter of 2016 after t...TD Ameritrade Holding is a holding company. Through its subsidiaries, the company is a provider of securities brokerage services and related technology-based financial services to retail clients and independent registered investment advisors. The products and services available to the company's clients include: common and preferred stock, Exchange-Traded Funds, options, futures, foreign exchange, mutual funds, fixed income, new and secondary issue securities, margin lending, cash management services, and annuities. The company provides the client service and support through the following means: websites, branches, email, telephone, TTY services for the hearing impaired, and mobile app.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.
Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.
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