Schwab Wealth Advisory Raising Fees on $5M to $25M Accounts
By Dinah Wisenberg BrinThe RIA also will charge a product fee for third-party SMAs.
September 03, 2026
Pontera Expands Platform to Support Non-Discretionary Retirement AdviceThe announcement comes amid an ongoing dispute over held-away account access.
September 02, 2026
Schwab Sets $10M Minimum for New Long-Short AccountsSchwab is tightening access to the tax-saving strategies for the third time in recent months.
September 01, 2026
Altruist Acquisition 'Rhymes With Vanguard's Mission,' CEO Ramji SaysThe deal helps solve the supply-demand gap for advice, the Vanguard chief told Creative Planning CEO Peter Mallouk.
August 31, 2026
This Tax-Saving Strategy Is Going Strong Despite Schwab, Fidelity CurbsTax-aware long-short SMAs, which anticipate stock gains and losses, feature borrowing and short-selling.
August 20, 2026
Schwab Advisor Network to Raise Client Referral Asset Minimum to $5M"That's not a program tweak," consultant Tim Welsh says. "It's a custodian quietly walking away from the RIA channel."
August 12, 2026
Schwab Launches Single-Stock Futures for Over 50 CompaniesThe securities allow investors to express bullish or bearish sentiment without borrow fees or short-sale restrictions.
August 06, 2026
Ex-Schwab Portfolio Manager Files Whistleblower Suit After Texting ComplaintsSabya Sinha alleges that he was terminated after reporting violations to the SEC.