Schwab Beats Estimates as Investors Pile Into Market
By Paige SmithThe firm's total net new assets surged 61% from a year ago to $118.7 billion in the second quarter.
July 20, 2026
PRO
How the New Retirement Fear Index Could Help You Serve ClientsThe composite measure from David Conti benchmarks the evolving concerns of many retirees and pre-retirees.
July 20, 2026
Why FINRA Is Requiring Less Exam Data From BDsThe regulator has reduced data requests for exams by 12% and will examine lower-risk firms less frequently.
July 20, 2026
PRO
Are You Making These Compliance-Related Annuity Mistakes?Failing to understand a client's needs and not documenting why the product is suitable are just two concerns, advisors say.
July 20, 2026
RIAs Don't Need More AI Experiments. They Need an Implementation Plan.Firms need to movie beyond generic tools and one-off prompts by building secure, auditable, human-led workflows.
July 20, 2026
Jeremy Siegel: Healthier Bull Market Emerging as AI Frenzy CoolsHealthy bull markets sometimes fix excesses to prevent bubbles, Siegel said.
July 20, 2026
The Market Is Booming, but Consumers Are Unhappy. What Gives?Ritholtz Wealth CEO Josh Brown shared thoughts on the "utter disconnect" between S&P performance and the view from Main Street.