Career moves

Charles Schwab is in early stages of its plans for the future of TD Ameritrade’s advisor division.

The newly combined firm is expected to transform the independent marketplace in terms of technology, talent and RIA choice.

The firm is consolidating its broker-dealer and standalone RIA custody units into one division.

The company is turning to what it sees as a talent pool with proven success rates.

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The bank also created a new consumer and wealth-management division co-led by Stephanie Cohen, one of the firm’s most-senior female bankers.

The bevy of choices can feel overwhelming. Here’s where experts recommend advisors get started.

The executive who helped guide Goldman Sachs’ embrace of Main Street is giving up his post in a management shuffle at the consumer unit.

It’s a big decision, and getting it right the first time around can avoid a lot of headaches, experts say.

The firm’s new technology will allow advisors to “get into the weeds” of underlying portfolios with clients.