Strong M&A trends, alongside marketing and outsourced CFO features, resulted in stronger-than-predicted growth for Advisor Services Exchange.

Citi is adding a no-fee, self-directed brokerage option to complement the robo it launched last year.

While the brokerage's headcount keeps dropping, those that stay at the firm are becoming more productive and raking in additional client assets.

The investment in SpiderRock Advisors adds to BlackRock’s personalization and tax management capabilities for SMAs and builds on its acquisition of Aperio.

The settled charges come after a pair of investigations by the New York state attorney general and the SEC, who both argued TIAA-CREF pushed investors into managed accounts with higher fees.

With new capital backing from the Pritzker Organization and Goldman Sachs custody, Steward Partners has boosted its recruiting, adding seven advisors in six weeks.

Gates Foundation announces backup plan in case Bill and Melinda can’t get along.

U.S. Bank’s Beth Lawlor forged deeper connections than she expected meeting with coworkers and clients virtually during the pandemic. She’s taking the lessons she’s learned over the past 15 months and applying them on her upcoming “world tour” of...

Morningstar is facilitating direct indexing with its latest risk metric toolkit, Risk Ecosystem, a mix of PlanPlus financial planning and FinaMetrica risk evaluation.