Browsing Tag
Charles Schwab
74 posts
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…
June 5, 2020
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,…
June 3, 2020
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…
March 4, 2020
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…
February 10, 2020
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)…
December 7, 2019
Fidelity Weighs in on Schwab/TD Deal
What about us? It’s the take from Boston-based financial behemoth Fidelity Investments, the nation’s largest recordkeeper, in the wake…
November 25, 2019
Big Deal is Official: Schwab to Acquire TD Ameritrade
Last week’s rumors were true, as Charles Schwab and TD Ameritrade today announced that they have entered into…
November 25, 2019
Schwab to Buy TD Ameritrade in Blockbuster Deal: Report
Big news out of the brokerage world as Charles Schwab is reportedly in talks to buy TD Ameritrade,…
November 21, 2019
Fidelity Joins ‘Zero Fee’ Trading Frenzy
Boston-based brokerage and recordkeeping giant Fidelity Investments announced that it too will offer zero commissions on its 21.8…
October 10, 2019
Wow! Schwab Eliminates Commissions for Online Trades
The fee compression crunch continues, with a major announcement by Schwab that it will eliminate commissions for online…
October 1, 2019