The offering would mirror a similar move by Charles Schwab to offering clients a new pricing plan for its robo service.
A sullied reputation and frustrations with bureaucracy have driven some advisers to the competition.
From inappropriate touching to belittling comments, women advisors confront workplace environments that are far from welcoming.
A new study finds that, when it comes to truly celebrating women, Wall Street still has a long way to go.
Andy Sieg says the firm's digital wealth and mobile app investments are "a key strategic story."