The pandemic is prompting more money to flow out of DAFs and into charities where it can do some good.

Despite favorable conditions for actively managed mutual funds, only a third outperformed their benchmark in the first four months of the year.

Analytics from FinMason are now directly integrated into AdvisorPeak's trading and rebalancing platform.

The virtual-only two-month financial planning course is a first for the organization.

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.