The custodian's CTO Tim Heier said it has no intentions to sell the data or information it gathers.

Lawyers will likely become "very industrious … and once the trial bar is on to something, you know regulators will look,” a Schwab exec predicts.

As digital wealth management proliferates, firms are expected to challenge each other in more pointed, head-on comparisons of their services.

Too many advisers have damaging misconceptions about how to get influential people to send clients their way.

As the industry shifts in response to developments in the regulatory and technological space, what can advisers expect? Here are ten takeaways from a new Schwab study.

How the firm is investing in new ways for advisers to conduct all their business digitally.

Months before the law is phased in, "traditional firms are beginning to look more and more" like independents.

Clients are “getting into more aspects of their clients lives,” says Schwab EVP Bernie Clark.

“Q3 2016 is the eighth successive quarter of 30 or more transactions,” says David DeVoe, managing partner at DeVoe & Co.

In the near future, an adviser's role will partly be providing help desk support to clients, says Uday Singh, a partner with A.T. Kearney, at SourceMedia's In|Vest conference.