Northwestern Mutual

Alexa von Tobel's startup did many things right, but it was hampered by challenges facing all digital advice providers.

The move by Alexa von Tobel’s startup to drop planning services reveals a deal marked by challenges from the very beginning, experts say.

The largest insurance company-owned IBD and Alexa von Tobel's startup announced a new setup for the firms roughly three years after the acquisition.

The 1,778-advisor firm constitutes the largest privately held IBD, underscoring the growing appeal of boutique-like models.

The IBD’s parent has increased its investments in advisory services while other insurers exit the space.

Customers were shut out from accounts for days on the millennial-focused personal finance platform owned by Northwestern Mutual.

These firms reported the highest share of accounts topping $100,000.

See which independent broker-dealers outpaced their peers at the top line.

These firms grabbed the top spot when it came to rapid growth.

See which independent broker-dealer reported over 31% payout growth, plus dive into the average payout for the top 10.