Browsing Tag
Self-Directed Brokerage Account (SDBA)
33 posts
Self-Directed 401(k)s See 6.6% Gain in Q1 2023
Schwab’s SDBA Indicators Report shows average account balance rose to $298,543, but that’s still down 10% from a year ago
Self-Directed 401(k)s Also Fell 20% in 2022, Schwab Report Shows
Latest SDBA Indicators Report shows a modest 2.45% gain in Q4
Self-Directed 401(k)s Take Another Hit in Q3
Charles Schwab report shows average balances down nearly 20% year-over-year while asset allocations and trading remain steady
401k Participants Largely Pass on ESG Options, Research Finds
Even when it is offered, PGIM and EBRI study finds less than 10% of self-directed 401k participants allocate money to an environmental, social and governance fund
Q2 Market Losses Hard on Self-Directed 401(k) Balances
Schwab’s latest self-directed brokerage account report shows equity allocations drop while cash picks up
Self-Directed 401(k) Balances Down in Q1: Schwab Report
Investors hold steady as S&P 500 experiences first correction in two years
Building Brand Loyalty Among Pandemic-Era Investors a Struggle for Retail Brokerage Firms
T. Rowe Price, Vanguard rank highest in J.D. Power 2022 U.S. Self-Directed Investor Satisfaction Study as younger, financially vulnerable clients experience more problems, pose significant attrition risk
Self-Directed 401(k) Balances Rose This Much in 2021
Apple remains top equity holding in self-directed brokerage accounts according to Charles Schwab’s latest report released today
Why 401(k) Plan Sponsors Increasingly Eye Self-Directed Brokerage Accounts
Resulting investments can create potential risks to participants and plan sponsors
Self-Directed 401(k) Investors Stay Steady, See Balances Increase
Charles Schwab report shows self-directed brokerage account balances were up nearly 13% in the third quarter compared to the same period last year