Charles Schwab & Co.
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Vanguard may expand fast-growing virtual investing service to advisers
Pilot raised more than $9 billion last year along with hopes for more direct-to-consumer fund sales.
Exclusive: Fidelity to acquire eMoney Advisor in major adviser-tech deal
The Boston fund giant will acquire eMoney Advisor, a top financial-planning software manufacturer, in a move that could resonate as one of its most potent adviser-technology deals to date.
Wealthfront, Edelman clash on robo-advisers
The old guard of wealth management clashed with the new as Ric Edelman delivered a bleak assessment of his peers' future during a spirited debate with Adam Nash, the top executive at Wealthfront.
Active managers get a seat at the ETF table
To the chagrin of some, a fast-growing industry comes to terms with active management.
Schwab adds 18 more funds to its commission-free ETF platform
Schwab's fund platform is expanding to 198 the number of ETFs that trade without commissions.
From big rallies to fallen (bond) kings, we saw it all in 2014
Of all the twists, turns and surprises of 2014, cheap oil has to be among the most pleasant. While there is plenty of risk facing the global energy industry and capital markets, it is hard to think about that when you're filling your tank for two bucks a gallon.But if collapsing oil prices caught
Mutual Fund Store, once skeptical of ETFs, joins the fray
It may be the Mutual Fund Store, but company executives are not dogmatic about the "mutual fund" part.Starting in 2015, the $9.5 billion registered investment adviser known for selling mutual funds and financial advice to the masses will add a product to its repertoire: ETFs.The company, in
Service firms race to help advisers create digital platforms
Custodians and rollups are in a mad dash to develop automated ways for advisers to make serving younger or less-wealthy clients profitable.
Stocks and bonds catch a ride on the surging dollar
As economic strength and Fed policy push the greenback to a 7-year high, market strategists see knock-on gains for other assets.
Rival Fidelity shows up uninvited at Schwab Impact
Fidelity takes an opportunity to steal some of Charles Schwab's spotlight during the Impact conference, bombarding attendees with its own marketing assault.
Bernie Clark's call to action: Advisers must make industry friendly to the young
As retirees draw down assets, advisers must hire minorities and women to capture future wealth.
Schwab launches program to boost diversity in RIA industry
Initiative will help educate advisers about recruiting women, young people and minorities.
SEC penalizes 13 firms for improper sales of Puerto Rican bonds
The SEC cracks down on financial firms, including Schwab, J.P. Morgan Securities, Lebenthal, Oppenheimer, TD Ameritrade, UBS and Wedbush for selling risky debt beneath the minimum allotment of $100,000 for a single transaction.
A call to arms for advisers to champion the fiduciary standard
Long-time fee-only advisers fear loss of a competitive edge as brokers blur the lines in the advice industry.
The Fed's QE sleight of hand: Please ignore that $4.5T balance sheet
Breakfast with Benjamin - The Federal Reserve's QE sleight of hand, cheap oil's winners and losers, Schwab bringing advisers premium Morningstar access, and more.