Charles Schwab

Economics

The Taxman Still Cometh, But May Take Away Less

Photo illustration by Connor Lin / The Daily Upside

Thanks to a sweeping bill enacted by Congress last year, many American taxpayers may owe less to the IRS this April than we feared.

4 min read

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Advisor Upside

After Selloff, Wall Street Execs Double Down on AI

Industry stalwarts are rolling with the punches and continuing to embrace the future tech.

2 min read
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Advisor Upside

RIAs Will Need Twice As Many New Staffers to Match Growth, Schwab Says

Mentorship programs and compensation packages are the best ways to retain new recruits, per Schwab’s latest report.

2 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

Why Altruist’s New AI Tax Tool Spooked Investors in Schwab, LPL, Raymond James

Tax planning tools have been around for years, but they’ve mostly been manual.

2 min read

Finance

Schwab Earnings Spotlight the Real Winners of Record Retail Investor Inflows

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Everyday investors closed 2025 with inflows that were nearly twice the five-year average, surpassing the previous record set in 2021 by 17%.

2 min read

ETF Upside

Schwab Plans to Charge for Shelf Space Next Year. It Could Hit Small Issuers Hardest

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Asset managers acknowledge the reality of paying to access Schwab customers, as they have started to do with Fidelity.

2 min read

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ETF Upside

Hungry Eyes for AI in ETFs

ETF investors can feel the magic between A and I. It’s why they say they’re loading up on funds.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Caiaimage/Chris Ryan, Wasja, and Pictac via iStock

Advisor Upside

How Advisors Are Tapping ETFs in Model Portfolios

Financial advisors learn to love the turnkey solutions with customizable options.

4 min read
Photo via Jimin Kim/ZUMAPRESS/Newscom

Advisor Upside

Schwab Requires Customers to Update Login Credentials Shared with Third-Party Platforms

The recordkeeper said third-party fintech platforms used by advisors to access clients’ 401(k)s create security risks.

2 min read

Advisor Upside

Tariff Turmoil Not ‘Rear View Mirror’ Yet: Schwab’s Liz Ann Sonders

Photo illustration by Connor Lin / The Daily Upside, Photos by Liorpt via iStock and Chris Kleponis/ZUMAPRESS/Newscom

The company’s chief investment strategist warned policy moves can take months or years to ripple through the broader economy.

5 min read

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