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Some say the firm is putting its retail platform before its institutional business
The company's earnings from net interest on client cash have been squeezed by falling interest rates.
Combined RIA firm will have nearly $1 billion in discretionary assets.
InvestmentNews gathers client and asset data to assemble company rankings
He brushes off a question about whether his departure has to do with a potential deal with ETrade.
Some worry the sudden departure signals a shift towards pushing retail products.
Hybrid robo launched in March charges one-time planning fee plus $30 a month.
SEC and Finra provide information on how securities rules apply to some of the complicated compliance issues posed by digital tokens.
Advisers don't want a replay of 2008 when clients bailed out of the advice industry.
Executive says clients prefer to work with investment advisers because of the transparency, greater choice in investment options and fiduciary status of the business model.
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