Charles Schwab

The adviser contended that not a single one of her clients from Schwab transferred their accounts over to J.P. Morgan.

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.

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

Money from brokers and RIAs accounted for about 50% of Vanguard’s $225 billion in inflows this year.

They seem to be everywhere, but there is every reason to believe that clients overwhelmingly still want to deal with human beings.

The wealth management firm says its digital advice offering is designed for "the sophisticated high-net-worth investor."

The firm's move comes after BlackRock intensified the price war in the industry by reducing expenses on 15 of its funds.

These certificants are multiplying — and so is their revenue.