Charles Schwab

An aggressive pricing strategy, new partnerships and the backing of a wealthy partner keeps the hybrid robo competitive.

Embracing technology is no longer an option. Here’s how David Root of D.B. Root & Co. uses it to build his brand and finds prospects.

Every firm's focus is on capturing a share of the predicted $7 trillion market by 2020.

Low-cost, online managed accounts may become table stakes for wealth management firms.

The digital M&A trend has much in common with the wildly popular game app.

Executives say it's about more than just robos.

The digital platform added $1.6 billion from the first quarter.

"Call it an arms race of offerings," says Jonathan Beatty of Schwab Advisor Services.

Advisers join the regional broker-dealer from Wells Fargo and Charles Schwab.

The largest recruits managed more than $17 billion in client assets.