TD Ameritrade

There’s more money at stake when executing trades in current market uncertainty.

Vanguard reclaimed its top spot in J.D. Power’s annual ranking of self-directed investor satisfaction. Charles Schwab retained its position as a leader among DIY investors.

Here's what advisors need to know as the agency continues remote exams.

The boost in accounts has helped compensate for withdrawals by investors who need cash.

The firm, which already closed 260 branches, now has 100% of its staff operating virtually.

Schwab’s new executive explains his split with TD Ameritrade and his commitment to his new employer’s 4,500 sub-$100 million advisors.

The proposed acquisition is under scrutiny from advisors as well as the Justice Department.

Direct indexing, heightened competition and advisor tech platforms were just some of the critical details executives discussed.

The agency is seeking additional information from the firms as well as competitors and advisors.

The custodian has made three big announcements. The connection between the three may not be obvious, but together, they indicate what I think could be a brilliant strategy.

BlackCrown tried to call foul on Schwab’s anticipated acquisition, asserting it would become an “unlawful monopoly” and stifle innovation in the custodial marketplace.

“There definitely will be people who don’t win in this,” says Altruist founder Jason Wenk.

Even as new technology and changing client demands force firms to constantly upgrade, advisors have potent defenses to help them stay competitive.

Who wins, loses after the massive BD merger crosses the finish line?

After acquiring TD Ameritrade, Schwab’s custodial division would grow to about twice the size of its closest competitor.

Tom Bradley, known as an advocate for independent advisory firms, was hired to support advisors with under $100 million in assets.

When Advice Pay's Mary Moore shared the story of her alleged sexual assault, an outpouring followed. This public discussion is vital for change, says wealth manager Rachel Robasciotti.