Charles Schwab

The Westlake, Texas-based firm called 2024 a transition year after faltering during the regional banking chaos in 2023.

While at Schwab, Roberto Ortega worked with clients whose accounts held more than $1.5 billion. A lawsuit seeks to bar him from soliciting their business for his new employer.

Schwab currently offers crypto-linked exchange-traded funds and crypto futures.

A suit filed in federal court marks the third time in recent months that Charles Schwab and its affiliates have been accused of failing to prevent elderly clients from being swindled out of their life savings.

A lawyer for an 80-year-old claimant whose retirement accounts were drained says he's trying to force firms to do more to prevent scams.

The firm reported $90.8 billion of total net new assets in the quarter, an 88% increase on the same period a year ago.

The change, one among several at the firm's top, follows on a year that executives have deemed one of the firm's most difficult in decades.

Plaintiff Stephen A. Greco has the opportunity to file an amended complaint, but a federal judge took his allegations of conspiracy to task.

The firm raises its predictions after finding that fewer customers are shifting cash in pursuit of higher yields.

Lawyers allege the 92-year-old victim's daughter begged Schwab to freeze her mother's account, but to no avail.

Schwab vehemently denied allegations that it mishandled clients' uninvested cash, calling the putative class action just the latest in a series of "unsound, copycat lawsuits."

Schwab, TradePMR and other leading custodians scored highly for their execution of product offerings in a new in-depth study by The Oasis Group.

The firms acknowledge on social media that they are responding to technical difficulties.

The brokerage giant sticks to more conservative approach to retail investing amid increasingly crowded market.

The giant custodian, retail brokerage and asset management firm has completed the industry's largest ever conversion with TD Ameritrade. What's next after a key executive's departure?

A turbulent 2023 led to fourth-quarter declines in net new assets, net income and banking deposits at the financial firm.

In the largest-ever conversion, issues are bound to come up. With some dust settled, what's the outlook for the giant custodian's dominance?

Take part in a discussion of the source of business that's open to only a select number of firms selected by the giant custodians.

Competitors to the giant custodians say they're developing their own programs even as members of existing networks push back against some of the criticism.

Competitors and critics in an industry fragmented between large and small firms and obsessed with organic growth question the increasing exclusivity and fees.