Health Advisory Referral Arrangements, New Money Management Strategies, and Innovative Annuity Tools - Research Report on Morgan Stanley, CME Group, Charles Schwab, TD Ameritrade, and LPL Financial
NEW YORK, June 13, 2013 /PRNewswire/ --
Editor Note: For more information about this release, please scroll to bottom.
Today, Wall Street Reports announced new research reports highlighting Morgan Stanley (NYSE: MS), CME Group Inc. (NASDAQ: CME), The Charles Schwab Corporation (NYSE: SCHW), TD Ameritrade Holding Corporation (NYSE: AMTD), and LPL Financial Holdings Inc. (NASDAQ: LPLA). Today's readers may access these reports free of charge - including full price targets, industry analysis and analyst ratings - via the links below.
Morgan Stanley Research Report
On May 28, 2013, Morgan Stanley announced a health advisory referral arrangement with PinnacleCare, a leader in private health advisory services. Robert Seaberg, Managing Director of Wealth Advisory Solutions at Morgan Stanley Wealth Management, said, "Healthcare is a silent concern for many of our clients until it becomes a real issue in their lives and the lives of family members. Financial advisors who can discuss such healthcare concerns with clients and offer access to real solutions offer a truly differentiated advisory service." Deanna Rodriguez, Executive Director, Lifestyle Advisory Services at Morgan Stanley Wealth Management, commented, "We are pleased to offer our clients access to solutions that can help them take into consideration the management of health issues and their potential costs, while working with them on their overall wealth management strategy." The Full Research Report on Morgan Stanley - including full detailed breakdown, analyst ratings and price targets - is available to download free of charge at: [http://www.WSReports.com/r/full_research_report/ea6a_MS]
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CME Group Inc. Research Report
On June 4, 2013, CME Group Inc. (CME Group) announced that it has expanded its agricultural options offering through the introduction of three new options on the recently-acquired KCBT hard red winter (HRW) Wheat futures contracts. The three options, KCBT Weekly Wheat Options, KCBT-CBOT Wheat Spread Options, and MGEX-KCBT Wheat Spread Options, will be available for trading on July 1, 2013, pending CFTC review. Tim Andriesen, Managing Director, Agricultural Commodities & Alternative Investments at CME Group, said, "Since our acquisition of the KCBT late last year, we've taken a number of steps to grow the existing KCBT futures and options contracts. We also committed to develop new and innovative options on KCBT wheat futures to provide additional trading and spreading opportunities for our wheat customers. The introduction of these new products expands our options offering and will benefit customers of both varieties of wheat, while further solidifying our role as the leading marketplace for the trading of deep and liquid wheat benchmarks." The Full Research Report on CME Group Inc. - including full detailed breakdown, analyst ratings and price targets - is available to download free of charge at: [http://www.WSReports.com/r/full_research_report/fc14_CME]
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The Charles Schwab Corporation Research Report
On May 29, 2013, The Charles Schwab Corporation (Charles Schwab) introduced ThomasPartners, a dividend income-focused money management strategy available for the Company's retail clients and its independent Registered Investment Advisor (RIA) clients. Gregory N. Thomas, Senior Vice President and Chief Investment Strategist of ThomasPartners, commented, "When I decided to retire, I knew I wanted two things from my investment strategy: dependable, regular income and the opportunity to grow annual income in pace with inflation. I found that typical strategies could deliver one or the other but not both. The concept for ThomasPartners was born when I realized that I wasn't alone in my search." The Full Research Report on The Charles Schwab Corporation - including full detailed breakdown, analyst ratings and price targets - is available to download free of charge at: [http://www.WSReports.com/r/full_research_report/32a4_SCHW]
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TD Ameritrade Holding Corporation Research Report
On June 6, 2013, TD Ameritrade Holding Corporation (TD Ameritrade) released its Company metrics for May 2013. Average daily client trades were up 13% YoY to 417,000. Total client assets were up 23% YoY to $530.9 billion as of May 31, 2013. Average spread-based balances were up 14% YoY to $83.8 billion, while average fee-based balances were up 37% YoY to $119.9 billion. The Full Research Report on TD Ameritrade Holding Corporation - including full detailed breakdown, analyst ratings and price targets - is available to download free of charge at: [http://www.WSReports.com/r/full_research_report/328e_AMTD]
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LPL Financial Holdings Inc. Research Report
On June 4, 2013, LPL Financial Holdings Inc. (LPL Financial) announced that it has adopted its interactive Annuity Visualizer as part of its existing annuity tools and resources platform. The new tool which is being custom-designed specifically for LPL Financial advisors, was designed to help them to efficiently and speedily highlight the benefits of annuities as part of a client's retirement plan and the different rider options available. "It's a focus of ours to offer tools to LPL Financial advisors that can enhance their client's education, process and experience. The Annuity Visualizer tool provides a new medium to have meaningful dialogue around insured retirement income strategies as it offers an interactive and personalized way of bringing these concepts to life," said Rob Pettman, Senior Vice President of Investment and Planning Solutions at LPL Financial. The Full Research Report on LPL Financial Holdings Inc. - including full detailed breakdown, analyst ratings and price targets - is available to download free of charge at: [http://www.WSReports.com/r/full_research_report/e600_LPLA]
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SOURCE Wall Street Reports
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