Charles Schwab

The brokerage giant's asset tally rose to a record high of $10.76 trillion in the second quarter.

Schwab, Fidelity and Pershing are facing growing competition, as the industry strives to do business with financial advisors in as many ways as possible.

After joining Raymond James last year, Lynette Ancona contends she was virtually forced out of Schwab by a branch manager who tended to favor "younger, male" colleagues.

Meanwhile, former Charles Schwab CEO Walt Bettinger saw a 10% compensation increase for his final year on the job.

Every basis point of revenue based on client assets poses competitive implications. Here's how the upcoming change could affect financial advisors' businesses.

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.