Schwab, TD Ameritrade Hit With Class-Action Suit Over MOVEit Hack
By Melanie WaddellSchwab and TD waited nine weeks before telling the 61,000 affected customers about the breach, the suit says.
August 22, 2023
What Investors Really Think of AI-Generated Advice: SurveyMost, especially the young, want a second opinion from an advisor, according to the CFP Board.
August 22, 2023
Joe Duran Plots a Return to RIA WorldThe ex-United Capital CEO is weighing his options and "nothing has been decided," a Duran spokesman says.
August 22, 2023
LPL Picks Up $1.5B Advisor Team From KestraWatermark Wealth Management has offices in Arizona and Minnesota.
August 22, 2023
Schwab to Sell $2.35B Bond Amid Job, Office CutsIts shares fell as much as 5.2% on Tuesday, putting it on track for its eleventh straight day of losses.
August 21, 2023
6 Schwab Integration Worries of TD Ameritrade Advisors: Advisors' AdviceAdvisors air their remaining fears as the final move to the Schwab platform approaches.
August 21, 2023
10 Success Secrets of Top AdvisorsA new LPL study says the top 10% of advisors use these business-building strategies to be successful.
August 21, 2023
8 Big Advisory Firms With Lots of CFPsThis list demonstrates the broad and deepening interest in the CFP designation among leading advisory shops.