Schwab admitted it is providing advisors with poor service lately, but its ongoing integration with TDAI isn't to blame, it said.
Here are the breakaways, mergers and acquisitions announced the week of Jan. 18, 2021.
Los Angeles-based Lido Advisors added approximately $2 billion in new assets in 2020.
Morgan Stanley’s wealth management client assets were nearly $4 trillion at the end of the fourth quarter 2020, up 48% year over year, according to an earnings report.
A Hartford, Conn.–based team partnered with RIA support platform Integrated Advisors Network to go independent and expand client access to alternative investments.