Investment strategist Andy Rothman said he was "90% sure" there would be a trade deal between the U.S. and China by month's end during the discussion at the Schwab IMPACT Conference in San Diego.

Charles Schwab, Walt Bettinger and Bernie Clark all took part in the presentation, held at the start of the first full day of the annual conference in San Diego.

The SEC has proposed updates to the advertising and solicitation rules of the Investment Advisers Act.

Schwab strategists outlined their views on the economy—and the firm's thinking on advisors' needs.

The team will run Snowden Lane's 11th office location out of Chicago.

The aim of WealthManagement.com's annual Ten to Watch list is to create an eclectic list of industry folks who, even if they are known, are doing something new to get ahead of, or in some cases push forward, industry trends.

Praveen Ghanta is co-founder and CEO of HiddenLevers.