The Value of Financial Planning

The move will merge capital-markets teams across wealth management and the investment bank in the U.S., while creating a single trading platform for all clients in the Americas.

WealthManagement.com sat down with Tim Oden of Charles Schwab, Shirl Penney of Dynasty Financial Partners and Brian Hamburger of MarketCounsel for a Q&A discussion.

CEO Tim Hockey said the online broker and wealth manager keeps a base level of spending and needs to see interest to ramp it up.

The former head of Morgan Stanley Wealth Management's Sports and Entertainment division has launched Edyoucore Sports & Entertainment, a business, financial and lifestyle consultant to professional athletes and entertainers.

Many breakaway brokers who think they're joining an 'independent' model are being sold a bill of goods.

Shelley O’Connor, who co-led wealth management with Andy Saperstein, will run two regulated bank entities, which the company is looking to expand.

Phoenix-based Advisor Group has more than 7,000 advisors nationwide.

A new Morningstar report suggests there is broader support for sustainable investments, beyond women and millennials.