Fidelity's $100M Floor Exposes a Hard Truth for RIAs: Consultant
By Dinah Wisenberg Brin"Your custodian is not your friend," consultant Timothy Welsh wrote after Fidelity announced its new AUM threshold.
September 28, 2026
Schwab, thinkorswim App Issues Prompt Thousands of ComplaintsUsers reported login problems and a mobile app outage.
September 25, 2026
HNW Cash Service for RIAs Added to Schwab MarketplaceSave's Market Savings Program is designed for family offices and wealthy investors who prefer large cash balances.
September 15, 2026
Schwab Wealth Advisory Raising Fees on $5M to $25M AccountsThe RIA also will charge a product fee for third-party SMAs.
September 15, 2026
Anthropic Releases Claude for Financial AdvisorsThe new suite, unveiled at the Future Proof Festival, connects to BlackRock, Schwab, Vanguard and others.
September 11, 2026
Schwab Must Pay $1.3M After Scam Snags Elderly ClientFunds were wired from an 82-year-old customer's trust account to a crypto firm, his sons' lawyer says.
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.