Schwab Accuses RIA of Using Trade Secrets to Divert Over $85M in Assets
By Dinah Wisenberg BrinA former Schwab consultant improperly contacted clients for his new employer, according to a lawsuit.
November 24, 2025
Schwab Mulls Platform Fee for ETF IssuersThe firm says it is "thoughtfully evaluating ETF issuer fees." Sources expect the fee structure to align with Fidelity's.
November 13, 2025
Longtime Schwab, TD Ameritrade Exec to RetireChief Client Officer Tom Bradley, leaving Schwab at year-end, led the TD Ameritrade integration.
November 12, 2025
Schwab's 'Carl' Ads Not a Knock on RIAs: CEOThe ads, depicting a stockbroker who can't compete with Schwab, have been criticized as disrespectful to independent advisors.
November 11, 2025
Financial Services Needs to Raise Bar on Convenience: Schwab CEORick Wurster noted a "bull market for convenience" and said Schwab would "invest heavily" in making things simpler.
November 11, 2025
Schwab Would Support Clients Who Want Assets on Blockchain: CEO Wurster"Schwab is going to be there to support you," Rick Wurster assured advisors.
November 10, 2025
Schwab Requires Credential Reset for Some ClientsCertain customers who provided login access to third-party data vendors were asked for updates, a spokesperson confirms.
November 07, 2025
RIAs That Blend AI and a Human Touch Will Emerge as Winners: SchwabArtificial intelligence is opening a "new competitive frontier," says Jon Beatty, head of Schwab Advisor Services.