Client acquisition

The firm will move from a bank custodial platform to a brokerage platform in the second quarter — all while getting a radical face lift.

The firm plans to entice new customers through its stock plan administration and financial wellness businesses.

The firm added 40,000 new accounts last year and hit a record $3 trillion in client balances.

The IBD’s head of practice management says more planners should explore becoming ensembles, and she also divulged the firm’s “secret sauce.”

Clients opened 142,000 new accounts last month after Schwab escalated the brokerage industry's price war.

Denika Tokunaga says breaking into the profession can be difficult if you don’t fit into the traditional image of a financial advisor. Here’s how she did it.

The IBD network's AdvicePay integration could help the firm convert more retirement plan business into wealth management clients as it completes a record year for new assets.

Personal Capital is the latest digital-first firm to spend on TV and magazine ads, acknowledging it is “challenging the legacy players in wealth management.”

Four erroneous beliefs cause many new planners to fail.