The new office marks the firm's second formal expansion outside of New York City.

The retainer-based fee movement is a growing alternative to the AUM-based model.

The brokerage eliminated commissions on most ETFs long before competitors did; now it's doing the same for stocks and options.

Having some sort of international allocation is critical to maintaining optimal performance in most long-term portfolios.

Schwab's new retail decumulator blurs the lines of automated investment management, tax planning and financial planning, offering another alternative to human advisors.

Envestnet | Tamarac decided to focus on administrative improvements as its developers got to work on the tool purchased from Schwab.

Charles Schwab’s decision to move its headquarters from San Francisco to Dallas is a sign of things to come.

The custodian has relationships with 7,500 registered investment advisors, 4,500 of which have under $100 million in client assets. What's changing, he said, is a move toward specialization based on needs, not assets.

Robinhood promises long-demanded DRIP accounts and fractional share investing, while Schwab provides its own commitments.

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