Held over two days, more than 150 of the independent advisor industry’s top technology professionals gathered online to share ideas and hear updates from executives at Schwab and TD Ameritrade about the path to building an industry-leading technology platform for independent advisors. The invite-only event is for companies that are on, or are integrating onto, the Schwab and TD Ameritrade Institutional technology platforms.

WESTLAKE, Texas, February 24, 2021

New scholarship program aims to open doors for new and diverse talent to enter the independent investment advisory profession. Schwab Advisor Services™, in partnership with the Charles Schwab Foundation, today unveiled the RIA Talent Advantage Scholarship Program to remove barriers and open doors for the next generation of talent to engage in and pursue a career in the independent investment advisory profession.

SAN FRANCISCO, California, November 10, 2020

Model Market Center^® secures its second Wealth Management Industry Award for outstanding achievement among investment-model marketplaces.

JERSEY CITY, N.J., September 16, 2020

Optimistic RIAs Flex in the Face of 2020 Realities, Using Technology to Serve Clients and Keep Firms Focused on the Long-Game.

JERSEY CITY, N.J., August 25, 2020

New FA Insight Study Reveals Productivity Gains but Tempered Growth Expectations for 2020.

JERSEY CITY, N.J., July 29, 2020

Ten-Year, $5M Initiative Seeks to Help attract a New, More Diverse Generation of RIAs and Expand Ranks of University Financial Planning Degree Program.

JERSEY CITY, N.J., July 17, 2020

Though Breakaway Plans May Be Paused by the Pandemic, Brokers Are Drawn to the Benefits and Advantages of Being an Independent RIA.

JERSEY CITY, N.J., July 1, 2020

New RIAConnect platform makes it easy -- and free -- for independent RIAs to explore potential deals and find top talent through a virtual community

JERSEY CITY, N.J., June 15, 2020

FA Insight Research Reveals Best Advisor Business Practices and Lessons Learned from the 2008 Financial Crisis

JERSEY CITY, N.J., May 4, 2020

Latest Awards Part of $5M Commitment to Developing a New, More Diverse Generation of RIAs and Expanding Financial Planning Education at Colleges and Universities

JERSEY CITY, N.J., April 7, 2020

Coronavirus Continuity Webcast Series and free educational content helps advisors get a handle on crisis planning and navigating market volatility

JERSEY CITY, N.J., March 17, 2020

Innovative RIA custodian reveals latest enhancements to its industry-leading technology and investment platforms that help advisors be more productive and scalable

JERSEY CITY, N.J., Jan. 30, 2020

Acquirers from across the industry fueled the surge, including an increase in first-time buyers

JERSEY CITY, N.J., Jan. 15, 2020

RIAs Keep a Close Watch on the Economy and Markets, Remain Focused on Technology and Marketing to Sustain Growth In 2020

JERSEY CITY, N.J., Jan. 7, 2020

Transaction to Combine Two Award-Winning Companies

SAN FRANCISCO & OMAHA, Neb. , Nov 25, 2019

Looming talent shortage compels RIAs to take action now, to sustain the industry’s growth for the long haul

JERSEY CITY, N.J., Oct. 14, 2019

TD Ameritrade Holding Corporation (Nasdaq: AMTD) announced today that its U.S. brokerage firm will eliminate commissions for its online exchange-listed stock, ETF (domestic and Canadian), and option trades, moving from $6.95 to $0, effective Oct. 3, 2019. Clients trading options will now pay $0.65 per contract with no exercise and assignment fees.

OMAHA, Neb., October 1, 2019

The Industry’s First Model Portfolio Marketplace Now Offers 328 Strategies From 35 Investment Managers

JERSEY CITY, N.J., September 10, 2019

New FA Insight Study Shows an Advisory Industry That’s Getting Younger and Poised for Expansion

JERSEY CITY, N.J., July 30, 2019

Ten-Year, $5M Commitment Aims to Help Develop the Next Generation of RIAs and Strengthen University Financial Planning Programs

JERSEY CITY, N.J., July 23, 2019

Deal Volume in First Half is Up 82 Percent from Year-Ago Period, While M&A Activity Increased in Each of the Past Four Quarters

JERSEY CITY, N.J., July 18, 2019

Forty-four Percent of Potential Breakaways Say They Will Go Independent in the Next Year

JERSEY CITY, N.J., July 2, 2019

FA Insight data show large, top-performing RIAs are investing in M&A, people and tech as part of a long-term strategic plan

JERSEY CITY, N.J., June 5, 2019

As SEC Readies for Vote on Regulation BI, RIA Advocate Skip Schweiss Heads to Capitol Hill to Meet Policymakers

JERSEY CITY, N.J., June 3, 2019

TD Ameritrade Institutional Expands and Enhances Technology, Education and Service Offerings for Emerging Professional RIAs

JERSEY CITY, N.J., March 4, 2019

Three Finalists, Chosen Among 135 Submissions, Pitched Their Ideas Live on Stage at National LINC 2019

SAN DIEGO, Feb. 8, 2019

The latest Veo One, iRebal and AdvisorClient enhancements -- plus a new Virtual Agent and two Amazon Alexa skills – will help advisors do more and know more in less time

SAN DIEGO, FEB. 7, 2019

RIAs expect more strong growth in 2019, as they welcome investors seeking advice, attract new talent, and adopt technology that enhances the client experience

JERSEY CITY, N.J., Jan. 8, 2019

Latest FA Insight Growth by Design study shows independent advisory firms increased spending on talent amid high asset and revenue growth

JERSEY CITY, N.J., Aug. 1, 2018

12 Students Awarded $5,000 Each and Two Universities Receive $75,000 in Total

JERSEY CITY, N.J., July 24, 2018

Inaugural Innovation Quest competition will award $100,000 to drive technology innovation; winner to be announced at National LINC 2019

JERSEY CITY, N.J., July 16, 2018

RIAs now can access socially responsible investing strategies through Model Market Center™

JERSEY CITY, N.J., May 16, 2018

To Meet Next Gen Demand, RIAs Say Changes in Marketing, Networking Are Critical

JERSEY CITY, N.J., May 9, 2018

Applications Accepted Online Now Through June 1, 2018

JERSEY CITY, N.J., April 3, 2018

Survey finds 41 percent expect tax changes to help economy, 35 percent see a negative impact

JERSEY CITY, N.J., March 1, 2018

A marketplace of models lets RIAs research and implement third-party investment strategies for their client portfolios

JERSEY CITY, N.J., Jan. 17, 2018