Charles Schwab
UBS Hires Schwab “Private Client” Broker in Indiana
New advisor who worked with the upper stratum of Schwab clients is teaming with another broker in UBS’s Indianapolis branch.
Judge Dismisses Suit to Block Schwab Purchase of TD Ameritrade
New York judge says antitrust complaint filed from a fledgling registered investment advisory firm failed on procedural grounds but can be refiled.
Wells Fargo Joins Race to Zero Commissions
Wells follows Merrill Edge and an array of discount brokers in offering free trading to self-directed investors.
Schwab Hires Ex-TD Ameritrade CEO Tom Bradley on Eve of Merger
New role overseeing services for registered investment advisors with under $100 million aims to calm concerns that Schwab will give the smaller RIAs short shrift.
Schwab Says TD Deal Good for RIAs and Clients; Competitors Circle
E*Trade and Fidelity officials say they expect to benefit from the merger integration disruption.
Charles Schwab to Buy TD Ameritrade, Extending Brokerage-Industry Sway
Charles Schwab Corp. agreed to buy TD Ameritrade Holding Corp. in a multibillion-dollar deal that will reshape the retail brokerage business.
Potential Schwab-TD Ameritrade Deal Shocks Broker-Dealers, Advisors
TDA advisors fret about repapering, integration and service if a deal gets done, and consider custodial alternatives; others celebrate a balance sheet that would rival wirehouses.
Schwab Seizes on Industry Turmoil With Plan to Buy TD Ameritrade
First, Charles Schwab Corp. upended the retail brokerage business by cutting commissions to zero. Now, it’s seizing on the turmoil it unleashed to acquire one of its biggest rivals, TD Ameritrade Holding Corp.
Charles Schwab to Buy TD Ameritrade for $26 Billion, Reports Say
Charles Schwab Corp. is buying TD Ameritrade Holding Corp. for $26 billion, with a deal expected to be announced Thursday morning, Fox Business reports, citing unidentified people familiar with the situation.
Schwab Boosts Brokerage Accounts by 31% After Fees Cut to Zero
Charles Schwab Corp. attracted new brokerage accounts at a faster pace in October after offering commission-free trades on funds and stocks.
Fidelity, Schwab, Vanguard Outrank Wirehouses in Prospect Recognition–Cerulli
New survey of brand familiarity finds discount brokerage giants trouncing wirehouses in “unprompted” name recognition across a wide wealth spectrum of investors.
