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).
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…
401(k) 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 401(k) to…
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…
Strong Market Helps Self-Directed 401(k)s Rebound
The markets bouncing back from the sharp losses experienced at the end of 2018 helped the average self-directed…
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…
Just Relax, Goldman Sachs: The Demise of Formal Dress Codes
“Business Casual.” What does that ubiquitous phrase mean to you? Or to put it another way, what do…
Schwab’s New Pricing Model: Danger to 401(k) Advisors?
Charles Schwab jumped into the fee-for-service financial planning market on March 28 with the announcement that it is moving to a new subscription pricing model for Schwab.
Surprise (Not)! Self-Directed 401(k)s Took Fourth Quarter Hit
It’s not exactly a shock that self-directed DC accounts struggled in the fourth quarter correction, but a new…
401(k) Investor Tax Bill DOA Now, Could Resurface?
With a Republican-controlled Senate and President Trump, there’s virtually no chance The Wall Street Tax Act of 2019,…
Longer 401(k) Participant Lifespans Attracting Attention
New study says longer client lifespans is the trend advisors expect to be most impactful to their firms over the next decade.