E*Trade completes acquisition of custodian Trust Company of America, Derek Bruton joins Chalice Wealth Partners and a veteran broker builds a new planning and investment app.

The deal brings $10 billion in client assets and 51 producing registered reps onto Woodbury’s platform.

To boost recruiting, LPL is offering some advisors from rival firms up to 50 basis points on assets.

David Carroll comes to Wells Fargo’s defense, Texas advisors accused of running a Ponzi scheme and Buckhead Investment Partners rebrands.

A fixed fee for financial planning can offset variability in asset-based fees in a down market and reinforce the value of financial planning for the client, according to a new Cerulli report.

With firms leaving the Protocol for Broker Recruiting, it’s only going to get harder for breakaways.

RIAs charged by SEC over excessive fees, financial illteracy persists and an Oregon advisor is accused of a Ponzi scheme.