Charles Schwab

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
Photo by Naser Tamimi via Unsplash

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

Advisor Upside

Behind Schwab’s $660M Deal for Private Asset Marketplace Forge

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Investors have bought and sold more than $17 billion in private company shares using the platform.

2 min read

Advisor Upside

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

Photo via Rafael Henrique/ZUMAPRESS/Newscom

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

2 min read

ETF Upside

Schwab Keeps Industry’s ETF Fee Cuts Rolling

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Vanguard reduced fees on 87 funds earlier this year, and Schwab just lowered costs on ETFs with $66 billion in total assets.

2 min read

Photo by Mike Mozart via CC BY 2.0

Advisor Upside

Schwab Dangles a Consulting Service for Indy Advisors

The membership-based option may collide with other consulting and peer network services for new RIAs.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by JNemchinova and Ariawan Armoko via iStock

Advisor Upside

The Great Wealth Transfer’s Not Just About the Money

With generational wealth momentum poised to put $124 trillion in motion, financial advisors face opportunities and challenges.

4 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Happyphoton, Wavebreakmedia, and Olegback via iStock

Advisor Upside

Dual-Share Classes Are Coming. Why It Matters.

More than 50 asset managers have asked the Securities and Exchange Commission for permission to create dual share classes of mutual funds.

3 min read

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