Browsing Tag
Charles Schwab
69 posts
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
Assets in Advised SDBAs Nearly Double that of Non-Advised Accounts
Retirement plan participants with self-directed brokerage accounts (SDBAs) who work with a financial advisor had an average plan…
September 4, 2019
401k Participants Not Investing Enough to Hit ‘Magic’ Retirement Number
If you think you need this much to retire, how come you’re only saving enough in your 401k to…
June 11, 2019
Plan Participants Rank Top 401(k) Providers
Charles Schwab, Bank of America and Fidelity Investments topped the respective large-, medium- and small-sized 401k plan participant…
May 28, 2019
Strong Market Helps Self-Directed 401ks Rebound
The markets bouncing back from the sharp losses experienced at the end of 2018 helped the average self-directed…
May 17, 2019
The ‘Vicious Circle’ of U.S.-China Trade: Liz Ann Sonders at 2019 Fi360 Conference
Attendees at the Fi360 Conference’s opening general session today in Nashville were treated to the market insights of…
April 3, 2019