Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
OMAHA, Neb.--(BUSINESS WIRE)-- As a year unlike any other comes to a close and a new one begins, the 1 announced it now offers its live streaming market analysis and educational programming for retail investors through streaming services such as SLING TV, VIZIO SmartCast®, DistroTV and on Fire TV via Amazon's news app or a standalone Fire TV app. This announcement caps off a year of unprecedented momentum for the TD Ameritrade Network, which saw viewership more than double year over year as interest in the financial markets reaches new heights. This year, the TD Ameritrade Network expanded i...
OMAHA, Neb.--(BUSINESS WIRE)-- The ® (IMXSM) increased to 6.26 in December, up 15.71 percent from its November score of 5.41. The IMX is TD Ameritrade’s proprietary, behavior-based index, aggregating Main Street investor positions and activity to measure what investors actually were doing and how they were positioned in the markets. This press release features multimedia. View the full release here: TD Ameritrade December 2020 Investor Movement Index (Graphic: TD Ameritrade) The reading for the four-week period ending December 24, 2020 ranks “Middle” compared to historic averages. “To cap off...
OMAHA, Neb.--(BUSINESS WIRE)-- The ® (IMXSM) decreased to 5.41 in November, down 4.92 percent from its October score of 5.69. The IMX is TD Ameritrade’s proprietary, behavior-based index, aggregating Main Street investor positions and activity to measure what investors actually were doing and how they were positioned in the markets. This press release features multimedia. View the full release here: TD Ameritrade November 2020 Investor Movement Index (Graphic: TD Ameritrade) The reading for the four-week period ending November 30, 2020 ranks “Moderate Low” compared to historic averages. “In ...
OMAHA, Neb.--(BUSINESS WIRE)-- The ® (IMXSM) decreased slightly to 5.69 in October, down 0.35 percent from its September score of 5.71. The IMX is TD Ameritrade’s proprietary, behavior-based index, aggregating Main Street investor positions and activity to measure what investors actually were doing and how they were positioned in the markets. This press release features multimedia. View the full release here: TD Ameritrade October 2020 Investor Movement Index (Graphic: TD Ameritrade) The reading for the five-week period ending October 30, 2020, ranks “Middle” compared to historic averages. “...
OMAHA, Neb.--(BUSINESS WIRE)-- The ® (IMXSM) increased to 5.71 in September, up 15.82 percent from its August score of 4.93. The IMX is TD Ameritrade’s proprietary, behavior-based index, aggregating Main Street investor positions and activity to measure what investors actually were doing and how they were positioned in the markets. This press release features multimedia. View the full release here: TD Ameritrade September 2020 Investor Movement Index (Graphic: TD Ameritrade) The reading for the four-week period ending September 30, 2020, ranks “Middle” compared to historic averages. “In Sept...
OMAHA, Neb.--(BUSINESS WIRE)-- TD Ameritrade Holding Corporation (Nasdaq: AMTD) today announced that The Toronto-Dominion Bank (“TD Bank”) notified The Charles Schwab Corporation (“Schwab”) that it has received regulatory approval from the Board of Governors of the Federal Reserve System in connection with Schwab’s proposed acquisition of TD Ameritrade. With this decision from the Federal Reserve, Schwab, TD Bank and TD Ameritrade have received all necessary legal and regulatory approvals for the proposed acquisition. Stockholders of both firms approved the transaction on June 4, 2020. The co...
JERSEY CITY, N.J.--(BUSINESS WIRE)-- 1 is pleased to announce that Veo One®, the next-generation advisor platform that consolidates an advisor’s technology tools into a unified, fully integrated experience, has received the for technology from Wealth Management, an independent news organization covering the financial advice business. This press release features multimedia. View the full release here: The award recognizes Veo One for outstanding achievement in technology among custodians with $25 billion or more in assets. Over the past year, TD Ameritrade has made significant enhancements to...
OMAHA, Neb.--(BUSINESS WIRE)-- The ® (IMXSM) increased to 4.93 in August, up 6.48 percent from its July score of 4.63. The IMX is TD Ameritrade’s proprietary, behavior-based index, aggregating Main Street investor positions and activity to measure what investors actually were doing and how they were positioned in the markets. This press release features multimedia. View the full release here: TD Ameritrade August 2020 Investor Movement Index (Graphic: TD Ameritrade) The reading for the four-week period ending August 28, 2020, ranks “Moderate Low” compared to historic averages. “In August, ...
JERSEY CITY, N.J.--(BUSINESS WIRE)-- In spite of the COVID-19 pandemic, independent registered investment advisors (RIAs) are hopeful for the better days that lie ahead. According to findings from a new survey conducted for [1], advisors remain bullish on the future of the economy, the market and their businesses, and in the near-term, they’re focused on helping clients navigate uncertain times. Though they have a more somber outlook for the end of this year, more than 60 percent independent RIAs participating in the TD Ameritrade Institutional’s are optimistic about the prospects for the U...
OMAHA, Neb.--(BUSINESS WIRE)-- The ® (IMX℠) increased to 4.63 in July, up 1.76 percent from its June score of 4.55. The IMX is TD Ameritrade’s proprietary, behavior-based index, aggregating Main Street investor positions and activity to measure what investors actually were doing and how they were positioned in the markets. This press release features multimedia. View the full release here: TD Ameritrade July 2020 Investor Movement Index (Graphic: TD Ameritrade) The reading for the five-week period ending July 31, 2020, ranks “ Moderate Low” compared to historic averages. “Our clients conti...
JERSEY CITY, N.J.--(BUSINESS WIRE)-- Amid the immense challenges and disruption spawned by the coronavirus pandemic, independent registered investment advisors (RIAs) are again proving their resiliency, course-correcting as needed to position themselves for long-term growth, according to new benchmarking research from 1. Indeed, advisory firms reported record levels of productivity and asset growth in 2019 and attracted new clients at a steady rate. And though COVID-19 has ushered in an age of anxiety and uncertainty, strong operational foundations should serve firms well as they navigate n...
OMAHA, Neb.--(BUSINESS WIRE)-- TD Ameritrade Holding Corporation (Nasdaq: AMTD) has released results for the third quarter of fiscal 2020. Financial results for the quarter ended June 30, 2020 include the following:(2) Net new client assets of $33 billion, split 61 percent retail and 39 percent institutional, an annualized growth rate of 11 percent Record gross new funded retail accounts of 661,000 Record daily average revenue trades, DARTs, of 3.4 million Total client assets of $1.5 trillion Net revenues of $1.6 billion Pre-tax GAAP income of $753 million, or 47 percent of net...
JERSEY CITY, N.J.--(BUSINESS WIRE)-- 1, a champion of registered investment advisors (RIAs) seeking to help the industry attract a new, more diverse generation of talent, today named the recipients of its 2020 . Now in its eighth year, the program aims to expand the pipeline of future financial planners joining the RIA industry and support the long-term sustainability of the financial planning profession. TD Ameritrade Institutional has awarded 12 talented and deserving students with scholarships of $5,000 each, as well as grants of $15,000 each to six universities. These awards are designed...
The independent financial analyst theScreener just lowered the general evaluation of TD AMERITRADE HOLDING (US), active in the Investment Services industry. As regards its fundamental valuation, the title still shows 1 out of 4 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Slightly Negative. As of the analysis date July 17, 2020, the...
OMAHA, Neb.--(BUSINESS WIRE)-- TD Ameritrade Holding Corporation (Nasdaq: AMTD) will release its fiscal third quarter 2020 earnings on Tuesday, July 21, 2020. Financial results will be announced via a post-market press release on Tuesday, July 21, 2020. The press release and related content will be posted to the “” page of . For fiscal year 2020, the company has opted not to host analyst conference calls. More information about TD Ameritrade’s upcoming corporate events is available on the company’s on the “” page of . Interested parties should visit or to newsfeeds at for the most up-...
OMAHA, Neb.--(BUSINESS WIRE)-- The ® (IMXSM) increased to 4.55 in June, up 4.6 percent from its May score of 4.35. The IMX is TD Ameritrade’s proprietary, behavior-based index, aggregating Main Street investor positions and activity to measure what investors actually were doing and how they were positioned in the markets. This press release features multimedia. View the full release here: TD Ameritrade June 2020 Investor Movement Index (Graphic: TD Ameritrade) The reading for the four-week period ending June 30, 2020, ranks “Moderate Low” compared to historic averages. “In June, optimism w...
JERSEY CITY, N.J.--(BUSINESS WIRE)-- While brokers have been breaking away from Wall Street for more than a decade to launch their own registered investment advisor (RIA) firms, they are increasingly confident in their ability to make a successful transition and exploring a wider range of paths to independence, according to the TD Ameritrade Institutional1 . One in four brokers who indicated they are interested in moving to the independent RIA channel -- “potential breakaways” -- say they plan to launch and operate their own firms, the traditional path to breaking away, compared with 29 perc...
JERSEY CITY, N.J.--(BUSINESS WIRE)-- Even before travel and face-to-face meetings were shut down by the global pandemic, forming strategic business relationships could be a challenge. But what if advisors could make introductions with other advisors throughout the United States — anonymously, virtually and at no cost – from the comfort and safety of their home offices? Starting today, they can. introduces a new technology tool that makes it easier for independent registered investment advisors (“RIAs”) to make the kind of people connections that can help them pursue their strategic goals. ...
OMAHA, Neb.--(BUSINESS WIRE)-- The ® (IMXSM) increased to 4.35 in May, up 11.54 percent from its April score of 3.90. The IMX is TD Ameritrade’s proprietary, behavior-based index, aggregating Main Street investor positions and activity to measure what investors actually were doing and how they were positioned in the markets. This press release features multimedia. View the full release here: TD Ameritrade May 2020 Investor Movement Index (Graphic: TD Ameritrade) The reading for the five-week period ending May 29, 2020, ranks “Low” compared to historic averages. “In May, we started to see o...
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