Browsing Tag
Self-Directed Brokerage Account (SDBA)
26 posts
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 401k 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 401k 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
Tesla Tops Apple as Most-Searched Stock of 2021
Electric vehicle maker elicits more than twice as many global stock-specific Google searches as second-place Apple according to new research
This 401k Investment Option is Up 22% Year-Over-Year
The average self-directed brokerage account balance within 401ks and other retirement plans is up 22% from one year…
2020 Year-End Self-Directed 401(k) Balances Soar
The stock market’s strong fourth quarter provided a nice year-end boost for retirement plan participants with self-directed brokerage…
TAPO TV: Self-Directed Brokerage Accounts in 401k plans—Yea or Nay?
Should participants invest in, and trade, individual securities within their 401k through self-directed brokerage accounts (SBDA)? Does it…
How Self-Directed 401ks Performed in Q3
The third quarter was a solid one for self-directed 401k accounts according to Charles Schwab’s latest SDBA Indicators…
Self-Directed 401k Balances Jump in Q2 2020
A 3.3% year-over-year increase and a 13% increase from the end of the first quarter of 2020? Not…