The hybrid RIA expects to add $1 billion in assets in the next year from helping business owners sell.

Americana Partners' advisors join Dynasty Financial from Morgan Stanley; it is the largest single team to join Dynasty and the largest breakaway of the year.

The Value of Financial Planning

Schwab's automated, simplified portfolio management system is now generally available to advisors, the firm said.

WealthManagement.com sat down with Tim Oden of Charles Schwab, Shirl Penney of Dynasty Financial Partners and Brian Hamburger of MarketCounsel for a Q&A discussion.

CEO Tim Hockey said the online broker and wealth manager keeps a base level of spending and needs to see interest to ramp it up.

Many breakaway brokers who think they're joining an 'independent' model are being sold a bill of goods.

The family office model has found new life in the independent space, where the ability to deliver customized solutions is drawing top advisors—and their high-net-worth clients—out of the wirehouses.

Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.