Schwab

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  Schwab to Close Broker-Dealer BrokersXpress

  By John Sullivan, Advisorone  |  May 16, 2012

  BrokersXpress, the specialty broker-dealer owned by Schwab under OptionsXpress Holdings, reportedly told advisors and clients on Wednesday that it would shut its doors.

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  Judge Pushes Schwab Suit Against FINRA to Disciplinary Panel

  By Melanie Waddell, AdvisorOne  |  May 16, 2012

  A federal judge dismissed a legal action filed by Charles Schwab against FINRA challenging a complaint FINRA levied against Schwab on Feb. 1.

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  In ‘Hugely Important’ Move, Schwab Endorses DTCC’s AIP Custody Service

  By James J. Green, AdvisorOne  |  March 7, 2012

  With SEC no-action letter in hand, custodian to begin automated settlement and reporting of alternative investments for its advisor clients.

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  Social Security Secret: Advisor’s Dogged Pursuit Bears Fruit for Clients

  By Gil Weinreich, AdvisorOne  |  March 5, 2012

  How Evensky Katz advisor Brett Horowitz pursued answers from the Social Security Administration to confirm a little known filing procedure that greatly benefits recipients.

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  Direct Providers Threaten Advisors’ Client Base: Cerulli

  By Marlene Y. Satter  |  February 23, 2012

  Those advisors most in jeopardy are those who compete most directly with providers such as Schwab, Fidelity and E*Trade.

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  Schwab's Deep Impact

  By Janet Levaux, AdvisorOne , James J. Green, AdvisorOne  |  November 28, 2011

  If you want sound bites, Schwab Impact 2011 in San Francisco had them.

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  Moving Beyond the Supercommittee: Schwab Responds

  By Danielle Andrus, AdvisorOne  |  November 23, 2011

  The Schwab Center for Financial Research released a statement, 'Beyond the Supercommittee,' late Tuesday following the Joint Select Committee on Deficit Reduction’s failure to reach an agreement on how to reduce the debt over the next 10 years.

• Blair, Gross, Other Experts Weigh in on Euro Tumult and Anti-Wall Street Protests

  By Janet Levaux, AdvisorOne  |  November 23, 2011

  Former British Prime Minister Tony Blair said the resolution of today’s global economic and financial challenges could get derailed by short-term political thinking, though he remains optimistic that leaders can address long-term issues. Blair spoke Nov. 2 to about 2,100 financial advisors and about 2,000 other guests as the keynote...

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  Chuck Schwab at Impact: Bernanke ‘BS’; Obama’s Got to Go

  By Janet Levaux, AdvisorOne  |  November 3, 2011

  The chairman says there must be a leadership change before the U.S. economy can expand.

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  Top Portfolio Products: Schwab Adds Dividend ETF, Ashmore EM Mutual Fund

  By Marlene Y. Satter  |  October 24, 2011

  New products introduced over the last week include a new dividend ETF from Schwab. Also, Ashmore launched a new emerging markets fund, and Russell expanded two of its indexes to global markets.