TD Ameritrade

Firms that generate 75.5% profit margins are hiring, buying and automating, according to FA Insight.

It’s a tool, not a business model said the CEO at LINC conference; competitors beg to differ.

TD Ameritrade’s Skip Schweiss says the proposal — if approved by the SEC this week — could alter the competitive landscape.

The expanded line up of index funds demonstrates one way the brokerage industry is grappling with an ongoing race to offer products at the lowest price.

The slowing is part of an overall industry slowdown that experts don’t think will last.

Promising its tech will provide more features than any target date fund, the investment research giant makes a play for the advisor-managed account market.

Wealth management technology is starting to reach a certain maturation level, says the firm’s head of emerging technology.

The custodian expects the business to grow quicker in different hands, according to an internal memo.

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

Warnings from the brokerage sector as Nevada advances a uniform fiduciary rule have a familiar ring.

The value custodians offer RIAs is not going away any time soon, but it is has changed.

After half a century, Christopher Sargent is making his first career change.

Advisors cheered when Tim Hockey told them that growth in the retail channel would not come at the expense of its institutional network.

The firm's efforts are a sign of the quickening pace of adoption in wealth management of AI-powered technologies and voice recognition software.

Trade tension and a record-long government shutdown have left many in the “more defensive parts of the market,” one TD Ameritrade strategist says.

The custodian's newest fintech partnership is meant to keep data safe while dealing with third-party vendors.

Advisors report what they love — and hate — about tech at companies holding client assets.

Addressing the imbalance in the industry is a strategic imperative.