LPL Picks Up Veteran Exec From Altruist
By Jeff BermanPete Dorsey has joined LPL as executive vice president of Institution Services, replacing Shawn Mihal.
June 03, 2022
Charles Schwab Hit With Class-Action Suit Over TD Ameritrade DealSchwab's retail clients have made less money from trades and faced increased transaction costs since the merger, the lawsuit asserts.
March 10, 2022
Schwab Says It's Hiring in 'Nearly All Areas and Functions'At its online jobs board, the company lists about 1,000 positions it's looking to fill.
February 04, 2022
TD Ameritrade Reps Can Now Advise Clients on Schwab ProductsTD Ameritrade reps have been trained to enroll clients in Schwab solutions and get paid on those solutions.
January 28, 2022
5 Big Wealth Management Trends for 2022These important trends should be part of your strategic planning and can help position your business for success this year.
December 16, 2021
TD Ameritrade Enhances Thinkorswim: Tech RoundupAlso, Envestnet | Yodlee says it has significantly grown its open banking initiatives globally.
November 08, 2021
Schwab Trading Platform Glitch Irks InvestorsHundreds of investors complained Monday morning that they couldn't trade on Schwab's app.
November 04, 2021
Kitces Gives Schwab's iRebal Enhancements a Thumbs Up: Tech RoundupAlso, GeoWealth nabs $19 million in funding and follow-on investment from J.P. Morgan Asset Management.