Charles Schwab Hit With Class-Action Suit Over TD Ameritrade Deal
By Melanie WaddellSchwab's retail clients have made less money from trades and faced increased transaction costs since the merger, the lawsuit asserts.
April 22, 2022
Schwab Integrates With Salesforce Financial Services CloudThe pact will enable independent advisors to access Schwab data and perform workflows directly from Salesforce's CRM platform.
April 15, 2022
Schwab Launches Personalized Indexing for RIAs: Tech RoundupAlso, Broadridge enhances analytics to help asset managers better target advisors.
March 31, 2022
Liz Ann Sonders: 3 Indicators Advisors Should Watch NowThe Fed is likely to front-load rate hikes, Schwab's chief investment strategist says.
March 31, 2022
Schwab's Direct Indexing Platform to Launch in AprilSchwab's direct indexing fees are set to start at 0.40%, which matches the planned Fidelity Managed FidFolios.
March 22, 2022
Schwab Advisors Gain Access to TD Ameritrade's Strategy DeskThe Strategy Desk provides one-on-one options consulting for portfolio-specific needs and other ways to earn CE credits.
March 21, 2022
Schwab Launches Thematic Stock ListsThis new resource provides retail clients with access to dozens of investing themes, it says.