Jessica Mathews

After acquiring TD Ameritrade, Schwab’s custodial division would grow to about twice the size of its closest competitor.

Tom Bradley, known as an advocate for independent advisory firms, was hired to support advisors with under $100 million in assets.

Among immediate changes, Tim Hockey resigned as chief executive of TD. Here's what else advisors can expect.

Planners who manage less than $100 million in client assets question their future at Schwab.

Planners who manage less than $100 million in client assets question their future at Schwab.

Planners who manage less than $100 million in client assets question their future at Schwab.

The potential acquisition would unite two firms that custody assets for more 7,000 independent advisory firms.

he potential acquisition would unite two firms that custody assets for more 7,000 independent advisory firms.

After a recent policy switch, many clients at the wirehouse can no longer use balances from their deposit accounts to purchase shares in these funds.

Self-directed brokerage accounts at the firm hold about 20% of their portfolios in cash.