Charles Schwab Corp.

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  Schwab’s Clark on Retail Franchise Plans, New-Model Outsourcing

  By James J. Green, AdvisorOne  |  June 24, 2011

  Head of Schwab RIA unit says he understands advisor ‘sensitivity’ to retail branch advice plan.

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  Schwab Bets Big on 401(k)s Packed With ETFs

  By John Sullivan, AdvisorOne  |  June 1, 2011

  Jim McCool, Charles Schwab's executive vice president of institutional business, made waves at an asset-management conference in March when he announced that the brokerage firm soon would offer 401(k) retirement plans stuffed solely with exchange-traded funds.

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  2011 Q1 Earnings: Schwab Earns $0.20 per Share on 23% Jump in Revenue

  By James J. Green, AdvisorOne  |  April 15, 2011

  Charles Schwab reported that net income in the first quarter of 2011 was $243 million, or $0.20 in EPS, slightly beating analysts’ earnings consensus.

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  Schwab RIAs to Benefit From OptionsXpress Acquisition: Bernie Clark

  By James J. Green, AdvisorOne  |  March 25, 2011

  Schwab Advisor Services chief Bernie Clark says options trading on one platform will benefit its advisors after the $1 billion optionsXpress acquisition closes.

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  Schwab to Acquire OptionsXpress for $1 Billion in Stock

  By James J. Green, AdvisorOne  |  March 21, 2011

  Charles Schwab Corp. announced Monday that it had signed a definitive agreement to acquire Chicago-based optionsXpress Holdings for Schwab stock valued at $1 billion, based on Schwab’s closing price on March 18 of $17.91 per share.

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  Breakaway Broker Recruitment Slows at Major Custodians

  By John Sullivan, AdvisorOne  |  January 28, 2011

  But Pershing added 30 teams with $4.8 billion in assets in 2010, and TD Ameritrade saw a 40% rise in breakaways

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  Chuck Schwab Recuperating Following Heart Surgery

  By James J. Green, AdvisorOne  |  December 28, 2010

  Company says Schwab Corp. chairman is 'resing comfortably and recuperating'

• Schwab to Acquire ETF Manager Windward for $150 Million

  By James J. Green, AdvisorOne  |  August 30, 2010

  Charles Schwab Corp. announced Monday, August 30, that it has agreed to acquire Boston-based Windward Investment Management, Inc., for $150 million in stock and cash.

• Schwab Sues BofA's Merrill, UBS and Bear Stearns over MBS Sales

  By John Sullivan, AdvisorOne  |  July 15, 2010

  Suit alleges banks lied or omitted critical information

• Schwab Earnings Drop 45%, but Advisor Business Strong

  By Ron Pechtimaldjian, AdvisorOne  |  April 16, 2010

  Cut in trading fees fueled dismal results; $624 billion AUM at Advisor Services