More in Charles Schwab

  • 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

    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
  • Jul 26, 2012
    Article

    Schwab Sees Slower M&A in Second Quarter

    RIA M&A fell off in the second quarter, Schwab Advisor Services said today....More
  • Jul 18, 2012
    blog

    Schwab Posts Decent Quarter Despite Retail Investor Fear

    The May plunge was pretty scary, but several stock market indices continue to post solid uresults this year. The Nasdaq 100 is up 13.8% YTD, the S&P 500 is up by 8.4%. Yet, if the Q2 performance by Schwab and TD Ameritrade are any indication, retail investors remain cautious. Brad Hints of Bernstein Research writes this morning: Schwab reported operating EPS of $0.17 for Q2'12, a penny below our estimate andBrad Hintz' notes on Schwab's performance:...More
  • Jun 28, 2012
    Article

    Women Investors Rate Performance Over Planning

    A Schwab Advisor Services poll found HNW women investors rated investment performance as a more important criteria than financial planning services, a finding that may surprise industry observers who believe performance matters more to men....More
  • May 9, 2012
    Article

    NAPFA Joins a National Marketing Parade for Advisors

    The National Association of Personal Financial Advisors has launched a new website to promote its fee-only membership, just a month after starting a national ad campaign with the same goal....More
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