Erick Bergquist

High valuations, the lure of scale and a strong stable of thoroughbred acquirers are driving the activity.

Ninety-five percent of Merrill Edge Self-Directed trades will now be commission-free, according to a company spokeswoman.

David Darst, the well-known investment strategist and Morgan Stanley veteran on joining Houston-based Americana Partners, his family's connection to The Alamo and why now is a time for investors to keep some cash on...

Are private equity owners compatible with a registered investment advisory firm’s fiduciary duty? Dynasty's Shirl Penney urges caution and incites some strong reactions.

Discount brokerage firms are cracking down on their own advisors who have jumped ship for other firms or independence.

SkyView Partners has launched Advisory Practice Board of Exchange, a subscription-free online platform for buying and selling wealth management practices that features access to bank financing.

The Trump tax plan may have discouraged individuals giving to charities. But there are still ways donors can benefit.

Online B/D TradeStation Securities and online brokerage Ally Invest are offering commission-free trading.