Schwab Reorganizes; Fidelity Hires; Pershing Provides
The three major custodians of RIA assets announced big executive changes and a new practice management program in just over a month. First, the largest RIA...
Schwab Institutional Reorganized; Charles Goldman Out
Charles Schwab Corp. said November 17 that it had created a new business unit called Institutional Services
Assets Up, Prices Down at Schwab
Charles Schwab Corp. announced June 14 a broad reduction and simplification of pricing for its retail and Schwab Institutional clients on mutual fund and fixed income trades, and eliminated a number of "nuisance fees," all effective July 1.