More advisors are separating fees for financial planning from investment management, but what’s the right price tag?

Schwab said it's been cooperating with the SEC's inquiry into its Schwab Intelligent Portfolios robo advisor product.

LPL Financial recruits $125 million advisor Brandon Chase from Raymond James.

Nearly a year and a half after integrating its last acquisition, Brent Brodeski's Savant Wealth Management has acquired a $250 million Michigan firm.

The bank could consider appointing a global wealth management head to oversee the unified business.

More than 220 firms and organizations were selected as finalists in one or more of the 93 categories for the 2021 WealthManagement.com Industry Awards.

Phillip W. Conley could face up to 20 years in prison for portraying himself as an investment advisor to raise funds from about 18 victims, according to the Justice Department.

Envestnet plans an emphasis on financial planning in the coming year, including insurance, estate planning and lending services connected through MoneyGuide.

Focus’ new partner RIA is legacy firm Badgley Phelps Wealth Managers.