Charles Schwab

Advisor Upside

Schwab on the Hunt for Long-Short Strategies Director

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2 min read

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Advisor Upside

Fidelity AUM Nears $8T Riding ‘Perfect Storm’ of Retail Investors

Plenty of that is a result of the firm’s expanded product lineup and a bull market that has all three major indices up double digits so far this year.

1 min read
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Advisor Upside

Schwab Earnings Boosted by Latest Tax-Focused Strategy

Executives said the firm’s 21% year-over-year revenue growth in the second quarter was partly due to RIAs’ continued interest in long-short strategies.

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Finance

Charles Schwab Says Retail Investing Boom Powered by More Than SpaceX IPO Trading Bump

Customers opened 1.4 million new brokerage accounts in the quarter and daily average trades hit a record 11.9 million.

2 min read

Advisor Upside

Morgan Stanley Raises Bet on Digital Assets With E*Trade Crypto Access

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The wirehouse will now let some clients buy and sell various cryptocurrencies on its self-directed platform.

1 min read

Advisor Upside

Schwab Says Wealth Expansion Won’t ‘Bump Into’ RIA Clients

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While advisors tend to feel confident that clients won’t leave them, there’s still a fair bit of, let’s say, tension.

2 min read

Advisor Upside

Forget Allowances, Most Teens Want to Know How to Invest

It’s a prime opportunity for advisors who are looking to court the next generation of clients, according to a recent Schwab survey.

2 min read

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