The wirehouse aims to bolster its advisory business by gaining a dominant foothold in the stock plan administration software industry.

The deal is the latest by a larger company seeking to gain fintech market share.

LPL’s continuing major poaches from rivals make up only one of the kinds of ways that firms are vying to attract and retain advisors.

RIAs should begin the selling process by visualizing their ideal situation, investment banker and consultant David DeVoe says in an episode of Financial Planning’s In|Vest Podcast.

The custodian’s Liberty platform and “intimate” service are now likely to rest in the hands of a wirehouse.

Schwab’s new executive explains his split with TD Ameritrade and his commitment to his new employer’s 4,500 sub-$100 million advisors.

Both firms have lower advisor headcounts, higher productivity and relocation plans — but Blucora's acquisitions have boosted its wealth management business.

The firm has stepped up its focus on income-related products as it seeks to attract a larger share of the retirement business.

The software giant’s offer comes as many fintech companies are becoming established enough to go public.

Fostering a culture that attracts and advances women in the STEM fields is one more way that E-Trade has been a pioneer in the industry.