Mario Payne — an independent advisor who had used Charles Schwab and TD Ameritrade for custodial services — lands both firms in hot water over his recommendations of risky investment products.

After opening a “Trump account” to receive any “free” money you’re eligible for, personal-finance experts say parents may be ...

Gudorf Financial Group has launched its independent Registered Investment Advisor (RIA), selecting Charles Schwab as its primary custodian and signaling a decisive shift in how retirement planning is ...

President Donald Trump mentioned Trump Accounts for kids during his State of the Union address. Who qualifies for the Trump accounts at $1,000 seed?

The Trump Accounts for kids will receive a $1,000 investment if the child is born between 2025 and 2028. But older kids can have accounts too.

Dynasty accuses Merrill of acting in distorting the court record in its attempt to force a dispute over a giant breakaway ...

Jason Wenk, CEO of custodian Altruist, says its Hazel AI agents will offer an industry-disrupting “all-in-one” wealth platform for financial advisors.

Florida investors featured in Guardian investigation claimed they lost most of their life savings after a financial adviser put their money into ‘alternative’ assets ...

Fueled by AI, nearly any software feature can now be replicated in 72 hours, completely disrupting what counts as a competitive moat in finance.

The RIA will also use Altruist’s AI platform, Hazel, which triggered a selloff in traditional wealth management stocks a few ...

For years, individual investors were dismissed by some on Wall Street as “dumb money.” That typically referred to those prone to trading on hype, or chasing trends rather than company or industry ...

Thousands of financial advisors at the Future Proof conference in Miami last week got a glimpse of how AI is changing their ...