Charles Schwab

Advisor Upside

Robinhood, TradePMR Join Growing Referral Space

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They’re just the latest firms to join the referral space, an area of wealth management that is ramping up.

1 min read

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Advisor Upside

Altruist CEO Jason Wenk Talks AI After ‘Unusual’ Wall Street Selloff

The firm’s new artificial intelligence-powered tax agent writes unique code for each individual client.

5 min read
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Economics

The Taxman Still Cometh, But May Take Away Less

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

Advisor Upside

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

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

2 min read

Advisor Upside

Why Schwab Raised Asset Minimums on ‘Fly Paper’ Referral Program

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The brokerage doubled the minimum AUM requirement in its Schwab Advisor Network to $500 million recently.

1 min read

Advisor Upside

How Advisors Are Tapping ETFs in Model Portfolios

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

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

Advisor Upside

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

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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Advisor Upside

Prediction Markets Are Worrying Wealth Managers

While older investors might not be as tuned into prediction markets, some in the wealth industry fear they’re a growing threat to next-generation clients.

2 min read

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