The firm has added talent over the past several months to build out its employee channel, premium affiliation model and advisor training program.

CB Insights says the recent market volatility shows that investors still want a human advisor relationship.

TD and Schwab shareholders voted in favor of the merger; Schwab expects the deal to close in the second half of this year, with an integration period of 18 to 36 months.

Advisors will be able to manage clients’ HSA assets, via new integrations with Optum Bank and Discovery Benefits.

Digital investment management shone in the midst of the pandemic, providing insights into planning, automation and scalability.

“There’s no need for the Fed to be using all of their firepower now when the market is functioning smoothly.”

Darting in and out of stock options, dabbling in complicated exchange-traded funds, devouring trading how-to books by the dozen -- all have become tools in the self-directed portfolio playbook.

USAA members accessing investment products and services are being directed to Schwab.