Browsing Tag
Charles Schwab
69 posts
5 Guiding Principles for RIA Firm Success
Schwab Advisor Services released its annual RIA Benchmarking Study, which analyzes RIA trends with respect to firm growth,…
Client Satisfaction: Who Plan Sponsors Rate as Top 401k Plan Providers
Seven in 10 plan sponsors (70%) report they are “highly satisfied” with their 401k plan providers according to…
Episode 3: Liz Ann Sonders on Panics, Pandemics and the Market’s ‘Warp Speed’
“We have not repealed the laws of fear and greed,” Liz Ann Sonders, Charles Schwab Chief Investment…
Self-Directed 401k Balances Drop 14% in Q1 2020
The average self-directed brokerage account balance finished Q1 2020 at $252,675, down 6% year-over-year and down 14% from…
What the Pandemic is Revealing About Target Date Funds
The differences among target date funds (TDFs) can be hard for some plan sponsors and participants to immediately…
DOJ, Stockholders Approve $26 Billion Schwab-TD Ameritrade Merger
Major hurdles were cleared in the Charles Schwab/TD Ameritrade merger on Thursday, bringing the possibility of a combined…
Schwab Launches Integrated Solution for Advisors to Manage Client HSAs
Charles Schwab has launched integrations with prominent Health Savings Account (HSA) providers Optum Bank and Discovery Benefits LLC,…
Strong finish to 2019 for Self-Directed 401k Investors
According to Charles Schwab’s SDBA Indicators Report, an industry-leading benchmark on retirement plan participant investment activity within self-directed…
High Anxiety: Pre-Retirees Financially Stressed About Impending Transition
Most people within five years of retirement are pretty stressed out about it, according to brand new research…
What’s Happening With Self-Directed 401(k) Accounts?
Millennials allocated a larger percentage of their retirement portfolios to ETFs and cash through self-directed brokerage accounts (SDBA)…