Private Asset Management

RIA Platform Providers Boost Research Offerings 08/07/2009

--Meredith Lepore

National Financial and TDAmeritrade are boosting their third-party research offerings to brokers. While both have provided third-party research for the last few years, pending additions are under consideration in light of the global settlement ending. Due to the expiration, research boutiques have been looking for additional partnership opportunities and these pairings will help them, as well as the brokerages they partner with, according to industry analysts. These partnerships are a result of smaller brokerages feeling like they can compete with the big firms if they had research, said Michael Mayhew, founder of Integrity Research.

National Financial charges $150 per month ...

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