Are Your Clients 'Soft Switching' to a New Investment Account?
By Michael S. FischerInvestment, banking and credit card customers are quietly moving their primary accounts to other institutions, J.D. Power finds.
October 10, 2025
Schwab Advisor Network to Boost Client Asset Minimum to $2M"It’s not just a service adjustment; it’s a structural shift," an advisor said.
October 09, 2025
CAIS Expands Tech Integration With SchwabThe deepened relationship should streamline processes for advisors, the alternative investment platform said.
October 06, 2025
Schwab: Retail Clients Branching Into Volatile 'AI-Adjacent' StocksTesla and Apple were among the stocks that Schwab retail clients sold last month.
October 01, 2025
Judge Denies Merrill's Request to Restrain OpenArc Breakaway TeamMerrill sought to bar 12 advisors from soliciting its clients and from encouraging its employees to leave.
September 30, 2025
Schwab: Merrill's 'Corporate Raid' Suit Lacks EvidenceSchwab accuses Merrill of "rank speculation" in the case against the breakaway team that formed OpenArc.
September 26, 2025
OpenArc Mega-Team Fires Back at Merrill's Charge of Corporate RaidingA dozen advisors who left the $129 billion Merrill unit suggest the wirehouse had let their division slide.
September 24, 2025
Merrill Sues Schwab, Dynasty Over Mega-Team's Defection, Alleging Corporate RaidScores of Merrill advisors and other staff left an Atlanta office managing $129 billion for Dynasty-backed OpenArc.