Clearinghouses/custodians

In search of new sources of revenue now that it has slashed fees on stock trades, the brokerage giant could use the influx of deposits to grow its loan portfolio and add new banking services.

The ex-Northwestern Mutual advisors dropped their broker registrations, selecting the TAMP and platform’s services in the process.

While the acquisition still needs regulatory approval, combining the two companies could be considered “anti-trust” in a different way.

Among immediate changes, Tim Hockey resigned as chief executive of TD. Here's what else advisors can expect.

Planners who manage less than $100 million in client assets question their future at Schwab.

Planners who manage less than $100 million in client assets question their future at Schwab.

Planners who manage less than $100 million in client assets question their future at Schwab.

America’s original discount broker will now have even more sway over the sector it pioneered nearly a half-century ago.

The acquisition creates a discount brokerage behemoth that experts say could reshape automated advice.

The potential acquisition would unite two firms that custody assets for more 7,000 independent advisory firms.