Financial advisors are frustrated with annuities’ cookie-cutter approach, E-Trade’s custody platform TCA adds money managers to its exchange and MyVest “modularizes” its Portfolio Management Suite.

Advisors who embrace this shift can deepen their relationships with entire client families.

DIY investing may help clients bridge the retirement gap by reducing portfolio management costs, but it can result in other gaps opening wider.

It’s not just about the cash—it’s what you do with it.

Stifel buys Business Bancshares, John Hyland joins Bitwise and Yield Street is offering marine finance investments.

Brennan and Robin Thicke may be blurring the lines of fiduciary duty.

Kwame Brown is suing his Merrill Lynch advisor, Switzerland is still tops in international assets and MMI adds new curriculum to its Continuous Learning Center.

Let’s take a look at the numbers.