Schwab Debuts Program to Help Advisors Start Their Own RIAs
By Dinah Wisenberg BrinSchwab Advisor ProDirect, opening in July, aims to help advisors go independent and grow their firms quickly.
May 06, 2025
Schwab Rehires RIA Exec From LPLJulian Lopez has spent most of his career with Schwab Advisor Services and other parts of the firm.
April 22, 2025
Female Investors Are Disciplined, Patient and Willing to Take Risks: SurveyThey are prepared to play the long game to realize potential returns, a new Schwab report found.
April 18, 2025
Schwab-TD Ameritrade Antitrust Case Settled, Notification Process UnderwayOver 25.5 million customers were to receive settlement notifications, a court document indicates.
April 17, 2025
Schwab Sees Upside From Market MayhemNet new assets grew, and daily average trades rose 24% from a year ago.
April 11, 2025
Schwab Rolls Out Alts Platform for $5M-Plus Retail ClientsThe firm says over 37% of RIAs custodying at Schwab already use one of its alternatives platforms.
April 01, 2025
Ex-Schwab CEO Walt Bettinger Joins Private Equity FirmBettinger, now a senior advisor to Clayton Dubilier & Rice, will remain Schwab's co-chairman.
March 21, 2025
Schwab to Launch Money Market ETFSchwab will follow BlackRock and Texas Capital into this new ETF niche.