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Why a Smooth Schwab-TD Ameritrade Integration Will Be Make or Break for RIA Client Retention

Why a Smooth Schwab-TD Ameritrade Integration Will Be Make or Break for RIA Client Retention

by NEIRG NEWS | Dec 2, 2019 | Latest Press

The success of the Schwab – TD Ameritrade deal will likely lie in how well their integration process is executed, according to industry stakeholders. Principal Brian Pirri spoke with Financial Advisor IQ about the firm’s custodial relationships and the...
Schwab CEO says multiple custodians add risk, RIAs beg to differ

Schwab CEO says multiple custodians add risk, RIAs beg to differ

by NEIRG NEWS | Nov 26, 2019 | Latest Press

Following the announcement of the $26B Schwab and TD Ameritrade deal, Schwab CFO Peter Crawford noted that the need for RIAs to have multiple custodians is ‘a little bit overstated.’ President and Founder Nick Giacoumakis shared his perspective with...
When Clients Leave, Advisors Learn Vital Lessons to Help Them Grow

When Clients Leave, Advisors Learn Vital Lessons to Help Them Grow

by NEIRG NEWS | Nov 22, 2019 | Latest Press

When welcoming a new client to your practice, it’s important to set expectations from day one. Principal Brian Pirri discusses our firm strategy for client engagement with Investor’s Business Daily, parceling out information over four-six meetings during the first...
President Nick Giacoumakis Discusses the Santa Claus Market Rally with MarketWatch

President Nick Giacoumakis Discusses the Santa Claus Market Rally with MarketWatch

by NEIRG NEWS | Nov 22, 2019 | Latest Press

In response to talk of progress on the U.S.-China trade front, Nick Giacoumakis spoke with MarketWatch, noting that “the markets are getting accustomed to nothing happening.” He also points to the early “Santa Claus rally” in the market in...
New England Investment & Retirement Group October 2019 Market Commentary

New England Investment & Retirement Group October 2019 Market Commentary

by NEIRG NEWS | Nov 1, 2019 | Market Commentary

New England Investment & Retirement Group, Inc. invites you to review our market commentary for October 2019. This commentary reviews market performance given strong corporate earnings results and positive economic data, and outlines monthly returns across fixed...
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Suites 2A & 2B
North Andover, MA 01845
(978) 975-2559

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Naples, FL 34102
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