Schwab Adds 5 New Strategies to Fixed Income SMA Offering
By Bernice NapachIt has added five Wasmer Schroeder Strategies: two tax-exempt, three taxable, and one impact strategy in each group.
November 04, 2021
Kitces Gives Schwab's iRebal Enhancements a Thumbs Up: Tech RoundupAlso, GeoWealth nabs $19 million in funding and follow-on investment from J.P. Morgan Asset Management.
October 19, 2021
Schwab CEO: Personalized Investing 'Coming at Us Like a Freight Train'During the opening session of Schwab Impact, Walt Bettinger also pointed to the huge opportunity for growth in the RIA sector.
October 19, 2021
Schwab to Launch Direct Indexing Platform in Early 2022Schwab is currently piloting the program, which initially is focused on investments in three equity indexes.
October 08, 2021
Schwab Mandates E&O Insurance for RIAsSchwab's new policy was driven by increased operational risks as advisory firms expand, it says.
October 04, 2021
Advisors See Sharp Increase in Behavioral Biases Among Clients: SchwabHere's how advisors can help prevent investors from acting on those biases.
September 17, 2021
Schwab to Raise Fees for Retail Investors Buying Vanguard, Fidelity, Dodge & Cox FundsThe 50% fee hike applies to funds for which Schwab isn't compensated for shareholder servicing expenses.
September 14, 2021
Schwab Faces Class-Action Suit Over Cash SweepsThe firm violated its fiduciary duties by "wrongfully overconcentrating" Schwab Intelligent Portfolios accounts in cash, the plaintiffs allege.