The exact amount can depend on how old you are.

OpenInvest’s Optimus platform is designed for advisors who want to differentiate their businesses by providing customized, ESG-responsive portfolios, says co-founder Josh Levin.

Regent Peak Wealth Advisors' five-person team will join Dynasty from Merrill Lynch, after managing more than $450 million in client assets.

One-on-one with Jud Bergman, who discusses financial planning, Apprise Labs, the big tech name he hopes to emulate and more in a wide-ranging Q&A.

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.