Schwab Rehires RIA Exec From LPL
By Janet LevauxJulian Lopez has spent most of his career with Schwab Advisor Services and other parts of the firm.
April 18, 2025
Schwab-TD Ameritrade Antitrust Case Settled, Notification Process UnderwayOver 25.5 million customers were to receive settlement notifications, a court document indicates.
April 18, 2025
Schwab and Others Bet on Tax-Savvy ETFsAt stake is a fund model patented by Vanguard that helped it save clients billions on taxes.
April 17, 2025
Schwab Sees Upside From Market MayhemNet new assets grew, and daily average trades rose 24% from a year ago.
April 11, 2025
Schwab Rolls Out Alts Platform for $5M-Plus Retail ClientsThe firm says over 37% of RIAs custodying at Schwab already use one of its alternatives platforms.
April 03, 2025
Schwab's Sonders: Bear Market Possible if Tariffs StickThe aggressive trade policy also raise recession chances, the investment strategist notes.
April 01, 2025
Ex-Schwab CEO Walt Bettinger Joins Private Equity FirmBettinger, now a senior advisor to Clayton Dubilier & Rice, will remain Schwab's co-chairman.
March 25, 2025
Trump Media to Launch ETFs With Crypto.comTrump Media's financial strategy involves custodying up to $250M with Schwab.