Browsing Tag
Charles Schwab
84 posts
Charles Schwab is a major U.S. financial services company that provides investment, banking, and brokerage services to individuals and financial advisors. Founded in 1971, it’s known for low-cost trading, retirement accounts, financial planning tools, and custodial services for Registered Investment Advisors (RIAs).
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 401(k) 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)…
Fidelity Weighs in on Schwab/TD Deal
Fidelity on Schwab TD Merger highlights risks of reduced value, low cash sweep rates, and service concerns for investors.
Big Deal is Official: Schwab to Acquire TD Ameritrade
Schwab acquires TD Ameritrade in a $26B all-stock deal, creating a financial giant with $5T in assets and 24M client accounts.
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,…
Fidelity Joins ‘Zero Fee’ Trading Frenzy
Fidelity zero commissions offer includes free online stock, ETF, and option trades, plus higher-yield cash options for investors.
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…