Best & Worst Performing Robo-Advisors in Q1
By Michael S. FischerHere are the top five, and bottom five, performers of the 37 accounts the Robo Report tracks.
May 13, 2024
Creative Planning Joins Fidelity Referral ProgramCEO Peter Mallouk says he expects a third custodian to become "dominant" along with Fidelity and Schwab.
May 10, 2024
Schwab Shuts TD Ameritrade Platforms for GoodThe migration of the remaining 1.8 million TDA accounts will be completed this weekend.
May 07, 2024
Trustee Says Schwab Is Hoarding His Father's Money: LawsuitThe trustee accuses Schwab of fraud and other violations for refusing to liquidate the account.
April 29, 2024
Thinkorswim Customers Report Login Problems"A brief technical issue" that hit the desktop trading app is now resolved, a Schwab spokesperson said.
April 29, 2024
TD Ameritrade Hit With $600K FINRA Fine Over Options Trading ApprovalsThe brokerage's automated system for approving customers for options trading failed to detect red flags.
April 04, 2024
Best & Worst Firms for Self-Directed Investors: J.D. Power, 2024Satisfaction for DIY investors is flat this year, but it improved for those seeking guidance, which shows the power of personalization.
March 08, 2024
3 Female Advisors Launch Women-Focused RIAOne focus for Expressive Wealth will be creating more visibility for women in the profession, the CEO said.