And how that will change the business models of advisors.

A Kansas federal judge said there was some overlap between the litigation and arbitration against former Edelman advisors who left for Mariner, but it wasn’t “significant enough” to justify a pause in the case.

Oden left Schwab late last year after more than 30 years at the company.

A pair of advisors from Snowden Lane have broken away to create Coral Reef Advisors, a registered investment advisory in Florida’s Ponte Vedra Beach.

TIAA IRA customers paid more than $900,000 in combined expenses that could have been avoided by investing through a “brokerage window” with lower-cost share classes, according to the regulator.

No less than three new RIAs debuted this week, while Prospera and four other firms announced deals, three made key appointments and one updated its name.

The package for 62-year-old David Solomon includes a $2 million base salary and $29 million in variable compensation, with $20.3 million of that in the form of restricted stock units.

The move comes as individual investors hold about 50% of global assets under management—a figure that’s expected to rise to almost 70% by 2023,