The 66-year-old investor said he’s piled more than half of his liquid investments into value stocks from the developing world, an even larger share than two years ago.

Morgan Stanley is broadening its approach to wealth management with E*Trade providing inroads to new markets, like workplaces and legions of self-directed investors.

The custody and clearing firm is launching NetXServices, designed for easier connectivity to Pershing data and technical support. It signals a new phase in custodian tech, says an analyst.

Gary Gensler said on Wednesday that he asked the agency’s staff to examine issues related to stock trading including so-called best execution requirements.

While LPL has had a custody offering for more than a decade, the firm has spent the past two years investing in it and making it more attractive to fee-only advisors. Now the firm is ready to take it to market with hopes its 'white-glove' service...

Charles Schwab's original timeline for completing its TD Ameritrade integration was in the first half of next year. That won't happen, according to the firm.

Founder Conor Delaney says LPL was beginning to compete with his firm in supporting independent advisors.

The twofold move is meant to reach millions of nonadvised investors and provide lead gen for its advisor customers.

Most advisors are enthusiastic, with some caveats, about Fidelity's new 'Youth' trading account.