Charles Schwab

Disparate voices in the fiduciary debate agree that Form CRS might be too dense and complex to achieve meaningful disclosure.

The regional firm keeps growing after joining the Broker Protocol in March.

In addition to investor class and institutional reductions, the firm is also rolling out new offerings combining active and passive strategies.

The firm aligned its brokerage business with Private Client Services following a big acquisition and a major executive hiring.

There are 148 ETFs focused on dividends. We looked at the eight cheapest, and then whittled even further.

Keeping brokers and advisors on a separate regulatory track could preserve the “competitive advantage” that RIAs enjoy, says Schwab exec.

Almost all young investors polled by Schwab expect the funds to be their primary investment vehicle in the future.

Walt Bettinger also took aim at robo advisors at the Morningstar conference.

The Schwab U.S. TIPS ETF raked in more than $636 million in one day, the most ever for the fund.

When clients are too focused on returns, bring the discussion back to expenses.