The invite-only event brought together Schwab and TD execs and techies to interface with more than 150 third-party tech providers and partners.

Dorsey will bring deep ties to the RIA space as Altruist's new chief strategy and revenue officer, responsible for business growth and client support.

Goldman is currently working on a version of Marcus Invest that takes an advisor relationship into account, said Joe Duran, head of Goldman Sachs Personal Financial Management.

Texas-based advisors got pummeled by low winter temperatures, ice, snow and rolling blackouts.

Transparency and à la carte services create client value.

The cuts are part of Schwab’s “continuing efforts to reduce overlapping or redundant roles across the two firms,” according to a company spokeswoman.

Transition options should be viewed as a spectrum, not a black and white choice.  

Eyeing competitors like Betterment, Orion and Envestnet, Altruist is launching a portfolio marketplace with offerings from DFA and Vanguard.

In addition to being an investor, Pottruck is executive co-chairman of startup Magnifi's board; he and CEO Hurwitz talk about where the industry has come from and where it could go.