May 24, 2024
Inflation Is Weighing on Investors' Market Outlook: SchwabConcern about prices has nudged the views of many investors from bullish to bearish, CEO Walt Bettinger says.
May 23, 2024
Best & Worst Performing Robo-Advisors in Q1Here are the top five, and bottom five, performers of the 37 accounts the Robo Report tracks.
May 23, 2024
Schwab to Launch Alts Platform for Individual InvestorsThe new platform is aimed at qualified, self-directed investors with more than $5 million in assets.
May 22, 2024
Schwab Defends App After Rival Exec Says It 'Sucks'Amid complaints its app "sucks," Schwab says things are going well with users who have migrated.
May 21, 2024
Consolidation Meets AI at Industry EventIn the opening keynote at WealthStack, Joe Duran warned advisors about the hidden costs of inorganic growth.
May 16, 2024
Schwab Shakes Up Exec Team; Bernie Clark Steps DownJon Beatty, now COO of Advisor Services, will take the helm of the unit on June 28.
May 13, 2024
Creative Planning Joins Fidelity Referral ProgramCEO Peter Mallouk says he expects a third custodian to become "dominant" along with Fidelity and Schwab.
May 10, 2024
Schwab Shuts TD Ameritrade Platforms for GoodThe migration of the remaining 1.8 million TDA accounts will be completed this weekend.
May 07, 2024
Trustee Says Schwab Is Hoarding His Father's Money: LawsuitThe trustee accuses Schwab of fraud and other violations for refusing to liquidate the account.
May 01, 2024
Schwab Charity Funnels $250M to Right-Wing CausesThe donor-advised fund gave $141 million to a group tied to activist Leonard Leo between mid-2022 and mid-2023.