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  • May 13, 2013
    Article
    REP.

    Holier Than Thou? 1

    Does the revelation of fees paid to advisors from Schwab and Fidelity, while disclosed, taint the perception that the RIA model is a fiduciary one and above conflicts?...More
  • May 13, 2013
    blog

    New Broker/Dealer Hopes to Bring the Best of brokersXpress

    MoneyBlock hopes to fill the void left by brokersXpress, the independent broker/dealer that was suddenly closed by Schwab last year....More
  • Apr. 24, 2013
    article
    Reuters

    Schwab Website Back to Normal After Second Cyber Attack  

    Charles Schwab Corp said it was the target of a cyber attack that prevented access to its website intermittently for about an hour on Wednesday, the second such attack in as many days, but that the problem had been resolved....More
  • Nov. 15, 2012
    blog

    Chuck Schwab and KKR Friends: Can You Say Alternatives?

    Besides the quality of TIAA-CREF's "lip balm" (it really is good), financial advisors here at Schwab IMPACT 2012 in Chicago had on their lips incredulity: Chuck Schwab advocating alternative investment ETFs and a closed-end fund?...More
  • Nov. 14, 2012
    blog

    At Schwab's Annual Conference IMPACT: If You Are an RIA, the Wirehouses Are Coming for You

    Bernie Clark, executive vice president of Charles Schwab & Co. and head of Schwab Advisor Services has a message for you registered investment advisors: They are coming after you....More
  • Oct. 22, 2012
    blog

    Schwab: Size of RIA Deals Shrinks in Third Quarter

    The number of M&A deals among RIAs was up ever so slightly from the second quarter, but the average deal size was much lower, Schwab said....More
  • Oct. 15, 2012
    blog

    Schwab’s Asset Growth Dwindles in Third Quarter

    Charles Schwab announced a decline in net new assets in its Advisor Services unit for the third quarter, but total client assets in the unit were up from last quarter....More
  • Sep. 21, 2012
    blog

    Checkmate Schwab: ETF Prices Go Even Lower

    Today Schwab announced fee reductions on all 15 of its ETFs, begging the question, who’s next? And how low can fees go?...More
  • Aug. 29, 2012
    Article

    Schwab Sees Online Trading Upgrade for Advisors in 3Q 2013

    Plans to upgrade Web-based trading capabilities on Schwab Advisor Services’ platform are proceding slowly. The new system is being beta tested by a group of advisors, but don’t look for a launch until the third quarter of next year, says trading platforms Director Kevin Kraus....More
  • Jul. 27, 2012
    Article

    fi360's Biggest Tech Project has Schwab as a Client 1

    Fiduciary education provider fi360 has completed what Chief Executive Blaine Aikin describes as its biggest technology project yet: a system that will make its advisor toolkit available to clients of the nation’s largest custodian, Charles Schwab.   Schwab’s Retirement Business Services unit, which offers trustee and custody services to advisors and recordkeepers who work with small retirement plans, has integrated fi360’s toolkit into its platform.  ...More
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