Even though it now claims six million accounts, the free trading platform may still need to expand its offerings to stay competitive, experts say.

The organization is focusing its efforts on diversity, technology and creative product development in 2020, says Jim Fitzpatrick, president and CEO of the group.

Fee compression and commoditization of investment products over the past decade are threatening already slim margins in asset management.

An online war is underway for deposits, as a wide range of players — traditional wealth managers, big banks, digital-only platforms and fintechs — offer high-interest savings and checking through apps and websites.

Jud Bergman grew the largest TAMP from a startup to one of the leading firms in the industry, driving the profession forward, mourners say.

“I do not meet anyone in person and that's intentional,” says one financial advisor.

Consider for a moment what Jobs meant to financial services. When you realize that Apple never targeted a single product at the financial services sector, it is amazing just how influential Jobs and Apple have been in our little corner of the technology world.

Financial market data — unlike photos or road traffic information or chess games — is finite, and the algorithms can learn only from past performance.

Take snafus from other financial institutions as fire drills to stress test your third-party providers.

By adding custody, the leading TAMP could boost revenue per advisor by approximately 200%, according to a recent report.