INVEST West 2020

Current and former clients claim personal information, including Social Security and passport numbers, have been exposed due to negligence.

The firm is dropping management fees on robo accounts with $10,000 to $50,000, turning to a minimal per-month charge instead.

If planners can navigate data security and compliance concerns, the app can connect them with a huge new audience.

Venturing into the new social media platform, planners are encountering a deluge of misinformation, day trading and get-rich-quick schemes.

Wall Street criticizes rookie investors for driving up stock prices, but there is little evidence supporting the narrative.

Members of Congress question whether the company is doing enough to protect inexperienced customers engaging in high-risk investing.

The two companies have deep ties and are now formalizing the bond.

Chief information officer Frank LaQuinta reveals the firm’s $500 million acceleration strategy, plus how advisors are using technology during the coronavirus pandemic.

The latest cash influx values the fee-free trading app at $8.6 billion.

Advisors who missed the “first-mover advantage” a decade ago could be in the catbird seat as all the rules change.