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SMI's 2018 Broker Review: Choosing the Broker That's Right for You

By Joseph Slife , Mark Biller & Matt Bell

Feb 23, 2018

Since our last broker review three years ago, the online brokerage landscape has consolidated. TD Ameritrade acquired Scottrade in 2017 and is in the final stages of transferring those accounts to the TDA platform. This change affects many SMI

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Written by

Joseph Slife

Joseph Slife has been a news writer for the Associated Press, a college instructor, and a radio host. He and his wife Joye have three grown sons.

Mark Biller

Mark joined SMI in 2000. He leads the SMI newsletter’s overall content strategy, managing the editorial direction and writing many articles.

He helped develop several of SMI’s investment strategies, led the company’s efforts to create its first website, and has been a contributing author to The Sound Mind Investing Handbook.

Mark also serves as Senior Portfolio Manager to SMI Advisory Service’s Private Client managed-account program, the SMI Funds, and the SMI 3Fourteen Full-Cycle Trend ETF (FCTE) and REAL Asset Allocation (RAA) ETF's.

Follow Mark on X/Twitter at @mark_biller.

Matt Bell

Matt Bell is Sound Mind Investing's Managing Editor. He is the author of five biblical money management books and the teacher or co-teacher on three video-based small group resources.

His latest book, Trusted: Preparing Your Kids for a Lifetime of God-Honoring Money Management, was published by Focus on the Family in 2023. Matt has spoken at churches, universities, and conferences throughout the country and has been quoted in USA TODAY, U.S. News & World Report, and many other media outlets.

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SMI's 2018 Broker Review: Choosing the Broker That's Right for You

Continue reading plus get access to our
objective, time-tested investing strategies.