Schwab CEO: We Don't Want to Compete With Advisors
By Dinah Wisenberg BrinClients turning to Schwab's wealth business have been with the company for years, Rick Wurster said.
March 02, 2026
Schwab Closes Acquisition of Pre-IPO MarketplaceThe Forge Global deal positions Schwab to offer private-market access for individuals and RIAs.
February 10, 2026
Wealth Manager Stocks Sink as Altruist Releases AI Tax ToolSchwab, Raymond James and LPL all had their worst showings since April, falling more than 7%.
February 06, 2026
Dynasty Closes Minority Capital RaiseInvestors in the financial services company include Schwab, BlackRock and JPMorgan.
February 06, 2026
Schwab Readies $5 Block-Trade FeeSchwab Advisor Services' per-account charge for certain trades, effective March 2, could affect advisors' bottom line.
February 02, 2026
Schwab Announces Leadership Moves, New Wealth Advisory Services GroupNeesha Hathi will lead a newly created Wealth Advisory and Banking Services organization.
January 29, 2026
Farmers Launches Fee-Based RIAThe firm says it expects wealth management and insurance offerings to drive mutual growth.
January 26, 2026
Liz Ann Sonders: How to Respond to Volatility"I call it volatility-based rebalancing," the Schwab strategist says, noting that income-focused investors have additional concerns.