HSBC Global Private Banking expands to Seattle, John Hancock plans a single, integrated platform for annuity customers and yacht chartering is booming.

The private equity firm plans to combine the robo investor for retirement plans with Edelman Financial Services.

Hellman & Friedman said it would combine Financial Engines with Edelman Financial Services.

Investors saved $4 billion last year thanks to lower fees, wealth managers are still too vulnerable to down markets and accounting firms partner on wealth management.

The SEC’s definition of the fiduciary “Duty of Care” makes any regulation difficult to enforce. It needs to offer a more concrete interpretation: one that focuses on the research upon which investment recommendations are based.

The independent broker/dealer is lowering a custody threshold so more advisors can take advantage of a flat-rate administration fee.

The consumer group, along with the attorneys general of California, Oregon and New York, are seeking a rehearing by the Fifth Circuit, which vacated the DOL fiduciary rule.

Fees, fintech and conversations about expanding the RIA platform were some of the topics discussed by Schwab’s CEO. The company has nearly $3.5 trillion in assets under management.

Bill Harris advocates for bitcoin regulation, three-fourths of advisors lack a succession plan and Laserfiche is hiring an artist for its corporate headquarters.

The software company is gaining traction with larger clients and has doubled its assets on the platform in less than two years.