Clearinghouses/custodians

A collaboration with Lincoln has yielded 30 platform enhancements for advisors, with more to follow.

The No. 1 competitor for its robo and hybrid platforms is neither Vanguard nor any startup, says Tobin McDaniel, president of Schwab Wealth Investment Advisory.

There's an opportunity for the industry to better protect sensitive client data, said Orion CEO Eric Clarke.

Nov. 20: Security, ease of workflow and the ability to work across platforms are key features RIAs demand.

AdvicePay from Alan Moore and Michael Kitces is aimed at streamlining payments to advisors.

Nov. 13: Planners behind the curve may lose out on productivity and quality of service offered to clients.

New firm registrations have soared by 75% over the past five years, according to Schwab.

Apex Clearing’s new partner says it’s growing by $50 million to $100 million in assets each month.

CEO Dan Arnold said the acquisition of NPH’s assets will serve as a model for the future.

Schwab’s nonprofit arm and many firms allow advisors to serve clients while helping charities.