Charles Schwab

New ownership of the popular platform could open the door for new tech leadership, but don’t count Schwab out yet.

The combined company would become a $2 trillion RIA custodian.

It’s a big decision, and getting it right the first time around can avoid a lot of headaches, experts say.

Three out of the top four RIA custodians compete directly with their RIA clients through their networks of branch offices and call centers.

While most of the issues were resolved by midday, the interruptions sent a shudder across Wall Street.

The company’s new self-guided tool will generate a plan for clients in as little as 15 minutes.

The robo advisor hopes transparency on employee demographics will encourage change.

The firm is still determining which other pieces of technology it will retain after acquiring its rival.

“Astute RIA leaders recognize that now is an opportunity for growth,” says one advisor.

The firm is dropping management fees on robo accounts with $10,000 to $50,000, turning to a minimal per-month charge instead.

Perceptions on relationships, health, and lifestyle have also changed.

The acquisition, set to close later this year, will create a behemoth among custodians.

Brokers and fund managers are turning to innovation to remain competitive and capture new customers.

Even as Schwab, TD Ameritrade and E-Trade attract billions in new assets, company cash yields suffered from Fed cuts.

Vanguard reclaimed its top spot in J.D. Power’s annual ranking of self-directed investor satisfaction. Charles Schwab retained its position as a leader among DIY investors.

Since the all-stock purchase was announced, TD Ameritrade's valuation has plummeted and both firms are now operating with most, if not all, staff working remotely.

The perennial contender won the top spot in J.D. Power’s annual survey as the coronavirus makes brand and advisor trust even more important to the industry.

The firm is experimenting with new, virtual capabilities to permit staff to work remotely amid an unprecedented health crisis.

Whether it’s the products they’re developing or the projects they’re leading, the following asset management executives are among the most talented.

Schwab’s new executive explains his split with TD Ameritrade and his commitment to his new employer’s 4,500 sub-$100 million advisors.