Personal Advisor Services, four times the size of its closest competitor, combines digital and human touch.
Both young and old clients expect to be able to have digital interactions with their advisory firm.
The platform, named FundVest ETF, will initially offer 120 ETFs.
Mr. Lew, who served under the Obama administration from 2013 through the start of 2017, acknowledged the rule has "unintended consequences."
Experts explain how to draw out the truest intentions and values of those who seek full financial advice.
After nine years heading the advisory firm, David Barton is out.
The move is part of an enhanced digital approach the firm plans to roll out in stages over the next several months.
Fueled in part by succession planning among older advisers, the registered investment advisory space saw a record 44 mergers and acquisitions during the first quarter of 2017.
Polarizing political climate has advisers getting creative to turn conversations away from President Trump.
The state's 10-year bonds carry a 4.45% yield, but come with a lot of credit risk.
