January 28, 2021
Schwab, TD Ameritrade Put Brakes on Some GameStop TradingMeanwhile, Wells Fargo has stopped its advisors from making recommendations to clients to buy GameStop or AMC.
September 30, 2020
Schwab-TD Ameritrade Deal to Close Oct. 6The full integration of the two firms, though, is expected to take at least 18 months.
August 20, 2020
Schwab Launches Free Financial Planning Tool"It's a brilliant move" against rivals said Gavin Spitzner of Wealth Consulting Partners, who predicts Schwab's RIA clients will have "a divided response" to it.
August 06, 2020
What to Make of Schwab-TD Ameritrade Integration PlansSchwab says it will adopt some technology from TD Ameritrade, but tech experts raise questions about how that will play out for RIAs.
July 11, 2019
Schwab's Subscription Advisory Service Attracts $1 Billion in Less Than 4 Months"It's clear from these early results that we've struck a chord," Schwab's Cynthia Loh says.
March 28, 2019
Schwab Rolls Out Subscription-Based Financial AdviceMichael Kitces warns solo advisors that they now must "compete on differentiated value at higher fee level," while Tim Welsh says Schwab advisors will "have some tough explaining to do" with clients.
July 30, 2018
How an Ex-Customer's Complaint Shook Up SchwabMorningstar's annual conference speakers explored customer impact and grit, and if ESG wave is threatened