Charles Schwab
Charles Schwab Introduces a “Hybrid Robo”
New service offers automated investments supplemented with advice from certified financial planners for a .28% fee.
Schwab, Echoing Wirehouses, Pursues Broker Who Jumped to Competition
The discount brokerage giant says Wisconsin man took list of “HNW” clients with him to Fidelity Investments.
Schwab Slashes Online Stock Commissions, Lowers Fund Costs
After six years of holding fire amid rock-bottom interest rates and waived fund fees, discount brokerage giant sets off pricing war, led by $2 cut in stock and ETF trading commission.
Schwab, TD Ameritrade See Opening to Grab Brokers, Clients
Discount brokerage executives say DOL fiduciary rule will expose high fees and low advisory account payouts at full-service firms.
Schwab CEO Exults Over ACATS, Robos and Recruiting
When it comes to the “most important measurement of competitive standing,” Schwab is thriving, Bettinger tells investors.
Schwab’s “In” with RIAs Is Not Big Edge on Fiduciary Rule: CEO
Charles Schwab Corp. does not see itself as being much better off than other broker-dealers grappling with the Department of Labor’s impending fiduciary rule.
Schwab Mulls Licensing Robo to IBDs
Charles Schwab Corp is considering licensing its robo-advisor to banks and independent broker-dealers as a way to grow assets on the platform.
UPDATED: Schwab Is Back, Aims New Program at Multi-Millionaires
Attention, private bankers and upper-high-net-worth brokers!
Schwab Exec Sets $3 Trillion Goal for Advisors
Charles Schwab Corp has set an ambitious goal of overseeing $3 trillion of client assets within two years.
UPDATE: Hassan, the Brain Behind Schwab’s Robo, to Join Morgan Stanley
Naureen Hassan, the executive most symbolic of Charles Schwab & Co.’s highly publicized robo-advisor, has resigned to take a position at a rival financial company.