Charles Schwab & Co.
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401(k) advice gap presents opportunity for advisers
Participants want professional retirement-planning advice, but many aren't using it when offered, according to a Schwab study, giving advisers a chance to shine.
Market tumult pushes Federal Reserve rate hike expectations out
A long-anticipated move by the Fed to raise interest rates next month would be “very strange,” given the volatility rocking financial markets, according to the top bond strategist for Charles Schwab's retail research unit.
J.P. Morgan turns to Schwab to sell passive funds
J.P. Morgan Asset Management, the top-selling stock-picking fund manager for the past two years, is getting help selling its index-tracking ETFs from Charles Schwab.
Custodians' payments to RIAs for fund picks raise eyebrows
Registered investment advisers like to promote themselves as being on the side of investors, but a growing number are quietly accepting money from custodians in exchange for recommending certain mutual funds — usually funds that are more expensive for investors. The payment is made to advisers as a
Automated advisers attract much smaller clients than humans: Morningstar
Digital investment platforms with human advisers bring in account balances 10 times higher on average than regular robo-advisers.
Hedge fund specialist SkyBridge pushes back against liquid alts trend
Liquidity, performance concerns and business conflict cause the expanding hedge-fund firm to take a more traditional approach to mutual funds.
F-Squared's assets down 33%; settlement fails to stanch outflows
Near $8 billion loss tracks the indexes of a once-top boutique portfolio manager: Morningstar.
Robo-advisers want to plan your clients' future
Behind the scenes, robo-advisers are quietly hatching plans to compete more aggressively with flesh-and-blood advisers.
Schwab sweetens 529 plans, cutting fees for active and passive portfolios
The firm cuts prices for some active and passive college savings plans by 20% to 45%.
Schwab considers expanding RIA custody model outside U.S.
CEO Bettinger also defends robo-advisers, although he acknowledges they haven't been tested by a bear market
Schwab announces money market fund updates in light of SEC's reform
Firm joins slate of other managers adjusting retail and institutional money market funds to meet the new regulations borne out of financial crisis.
Focus Financial invests in $600 million wealth manager
Focus Financial Partners, the deep-pocketed investor in financial-advisory businesses, said Monday it has taken a stake in a 45-year-old firm managing $600 million in assets.Under Focus' umbrella, the Savannah, Ga.-based Fiduciary Group plans to add to its ranks of financial advisers and extend its
Would one share of Warren Buffett's Berkshire Hathaway be a smart retirement savings strategy?
Breakfast with Benjamin: Would buying one share of Warren Buffett's Berkshire Hathaway be a good savings strategy?
Vanguard digital advice platform gives investors choice on active vs. passive
Stock-and-bond pickers are a side dish served on request in soon-to-come digital advice offering.
Charles Schwab makes its case for using cash in its automated portfolios
Schwab sees cash serving an important purpose in allocations, providing a source of stability, downside protection and diversification while improving relative total return