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 decisions made before they retire are integral to their success, according to an expert.

The deal would combine two of the biggest companies running platforms used by independent financial advisors.

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.

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

The deal would consolidate an industry under pressure from a price war.

The firm hasn’t made any decisions about advisor retention bonuses, but some top shareholders will earn tens of millions of dollars once the deal closes.

“The market is actually using proxies for understanding ESG data,” says BlackRock’s global head of sustainable investing.

The acquisition of Ladenburg Thalmann for $1.3 billion would take the private equity-backed firm into the realm of the largest firms in the sector.

The Reverence Capital Partners-backed network would expand into nine subsidiary brands with 11,500 advisors under the deal, taking the selling firm private.

There are attractive hedges against rising college tuition costs. But, not every student will benefit.

Factors driving the dizzying pace of deals are revealed at Schwab’s Impact conference.

Raising the assumed age for decumulation to 67 from 65 could dramatically reduce the percentage of families at risk, an expert says.

The network of five IBDs with 4,400 advisors hasn’t made a final decision, according to Bloomberg News.

Median revenue surged by 18% in the sector, but forward-looking companies have already adjusted to a fast-changing industry.

Independent investment platforms are projected to lose market share to larger entrants, according to industry data.

Carolyn Clancy, head of the BD segment, says its 200 client firms need more tools and capabilities in a new era of wealth management.

The RIA bolsters its New England presence with a $1.5 billion team in Boston.