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The deal would consolidate an industry under pressure from a price war.
November 21
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The discount brokerage sees the move as a way to attract younger, less affluent investors.
November 20
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Self-directed brokerage accounts at the firm hold about 20% of their portfolios in cash.
November 19
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Clients opened 142,000 new accounts last month after Schwab escalated the brokerage industry's price war.
November 15
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New KMS Financial Services CEO Erinn Ford’s team has attracted 28 advisors in 2019.
November 5
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Jason Wenk, founder of Altruist, is ramping up for an end-of-year debut.
October 31
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Strategies may include building out RIA channels and cash sweep programs in efforts to make up for revenue declines.
October 25
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The RobustWealth and Wells Fargo acquisitions are boosting the firm’s technology and scale as firms of its type diverge on their approach to a changing industry.
October 21
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Carolyn Clancy, head of the BD segment, says its 200 client firms need more tools and capabilities in a new era of wealth management.
October 16
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The low-cost brokerage followed its competitors for retail clients and will offer the new pricing to RIAs in November.
October 10
