Top Portfolio Products: Schwab Adds Dividend ETF, Ashmore EM Mutual Fund
New products introduced over the last week include a new dividend ETF from Schwab. Also, Ashmore launched a new emerging markets fund, and Russell expanded two of its indexes to global markets.
Don’t Blame All ETFs for Market Volatility, Schwab Says
As the SEC considers whether exchange traded funds are to blame for causing the recent spate of market volatility, Charles Schwab’s ETF team stepped forward Friday to defend them.
Managing Client Profitability, Pt. 2: A Case Study on Client Segmentation
How Trinity Wealth Advisors worked on segmenting its client base to manage profitability while overcoming a client capacity issue.
Schwab Boosts Global-Investing Platform With Broadridge Deal
Partnership will allow Schwab to offer clients more foreign-equity and currency-markets access.
J.D. Power Broker Survey: Investor Satisfaction Up, Wirehouse Scores Stay Low
RBC Wealth Management ranks highest, followed by Charles Schwab and Fidelity.
New Schwab Franchise Program to Focus on Underserved Regions
Andrew Salesky, SVP of Schwab’s new program, says offices will not compete with existing company RIAs.
New Apps From Fidelity, Pershing, Schwab Introduce Mobile Check Deposit, Expansion to Android
Fidelity and Charles Schwab focus on clients who can't put their smartphones down, and the NetX360 circle got a little bigger for Pershing advisors with a mobile app that works on the the Android platform.
Schwab RIAs to Benefit From OptionsXpress Acquisition: Bernie Clark
Schwab Advisor Services chief Bernie Clark says options trading on one platform will benefit its advisors after the $1 billion optionsXpress acquisition closes.
Schwab to Acquire OptionsXpress for $1 Billion in Stock
Charles Schwab Corp. announced Monday that it had signed a definitive agreement to acquire Chicago-based optionsXpress Holdings for Schwab stock valued at $1 billion, based on Schwab’s closing price on March 18 of $17.91 per share.
Schwab Publishes ‘Select List’ to Help Investors Pick ETFs
Schwab has released a new 'ETF Select List,' designed to help retail investors break through the thicket of ETFs that have sprung up and find suitable low-cost funds.