Charles Schwab

The brokerage may pay about $2 billion for the additional advisory clients, according to reports.

Since introducing an ongoing fee model, the platform has seen a 25% rise in account openings, according to the firm.

Technology and communicating with clients are some ways that firms aim to protect against a potential major market downturn.

The world’s largest asset manager and robo advisory platform may soon have competition at the top.

The company is “in the beginning stages of building out those capabilities,” according to a spokesman.

The definition of "rich" can depend on where your clients live.

CEO Walt Bettinger says advisors tell him they aren’t worried about the new pricing model.

As smaller firms flourish, a less sophisticated approach may become more attractive.

Is there a lesson for other advisors considering a career change?

Startup or low-AUM firms have options outside of the big four.