Charles Schwab

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
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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

Advisor Upside

Selling a Firm? Here’s How To Boost Valuations

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Not all advisors are equipped to maximize enterprise value.

2 min read

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Finance

Schwab’s Record Revenue Showcases Wall Street Bonanza From Trade Tumult, AI Revolution

Over one million brokerage accounts have now been opened with Charles Schwab for four consecutive quarters.

2 min read
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Advisor Upside

Vanguard Made a Single Acquisition. Now, It’s Getting Sued

The complaint alleges Vanguard acted in bad faith by thwarting certain business deals post-acquisition.

2 min read
Photo via Yichuan Cao/Sipa USA/Newscom

Advisor Upside

Referrals Are Still King, Even In the Era of AI

Growth across the RIA industry remains robust, but AI helps top performers stand apart from the crowd, according to a new Schwab report.

2 min read

Advisor Upside

Where Are Cash Sweep Lawsuits Now?

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Lawsuits have been filed against a laundry list of brokerages, including Wells Fargo, LPL and others.

2 min read

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