Browsing Tag
Self-Directed Brokerage Account (SDBA)
35 posts
Alto, Passthrough Collaboration Broadens IRA Access to Private Fund Managers
The initial partnership will focus on education, best practices, and strategic collaboration to help fund managers raise capital from IRA investors
Self-Directed 401(k)s Enjoy Strong Q3 Growth: Schwab
Record stock market highs boost average balances by 5.7% over Q2 2025
Betterment Launches Self-Directed Investing Feature
The tool coincides with the launch of other new offerings at the firm
SDBA Balances Rebound for Q2
Average account balances increased 8.1% year-over-year, according to Schwab
J.P. Morgan Launches Fixed Income Experience
The new features include a yield comparison table and customizable screeners
Schwab Self-Directed 401(k)s Finish 2024 with 13.6% Gain
Report shows Gen X makes up nearly half of SDBA participants, with Boomers and Millennials accounting for about a quarter each
Self-Directed 401(k) Balances Up 21% in Past Year: Schwab Report
Apple reclaims top spot from Nvidia among SDBA equity holdings
Another Solid Quarter for Self-Directed 401(k)s
Schwab report on self-directed brokerage accounts sees balances rise 5.7% as equity markets rally in Q2 2024
Self-Directed 401(k)s Grow 5.8% in Q1 2024
Schwab's latest SDBA Indicators Report shows accounts grew to $328,239 in Q1 2024
Investor Satisfaction with Online Brokerage Firms Stagnant: J.D. Power
TD Ameritrade and Fidelity rank highest in respective segments of 2024 Self-Directed Investor Satisfaction Study