Schwab

• 

  J.D. Power Broker Survey: Investor Satisfaction Up, Wirehouse Scores Stay Low

  By Janet Levaux, AdvisorOne  |  June 16, 2011

  RBC Wealth Management ranks highest, followed by Charles Schwab and Fidelity.

• 

  New Schwab Franchise Program to Focus on Underserved Regions

  By John Sullivan, AdvisorOne  |  June 7, 2011

  Andrew Salesky, SVP of Schwab’s new program, says offices will not compete with existing company RIAs.

• 

  New Apps From Fidelity, Pershing, Schwab Introduce Mobile Check Deposit, Expansion to Android

  By Danielle Andrus, AdvisorOne  |  May 24, 2011

  Fidelity and Charles Schwab focus on clients who can't put their smartphones down, and the NetX360 circle got a little bigger for Pershing advisors with a mobile app that works on the the Android platform.

• 

  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.

• 

  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.

• 

  Schwab Publishes ‘Select List’ to Help Investors Pick ETFs

  By Joyce Hanson, AdvisorOne  |  March 9, 2011

  Schwab has released a new 'ETF Select List,' designed to help retail investors break through the thicket of ETFs that have sprung up and find suitable low-cost funds.

• 

  Keats, Connelly Names RBC Advisor Services as 'Custodian of Choice'

  By James J. Green, AdvisorOne  |  February 23, 2011

  The Arizona and Florida-based fee-only RIA firm with $265 million under advisement says mostly new client assets will be custodied at RBC.

• 

  2010 Q4 Earnings Analysis: Portfolio Managers Weigh Banks’ Performance

  By Joyce Hanson, AdvisorOne  |  January 24, 2011

  As fourth-quarter 2010 results come in, portfolio managers who invest in the finance sector are finding that they’ve got a lot of homework on their hands.

• 

  TD Ameritrade's Fiscal Q1: Income Rises, Sales Beat Estimates

  By Janet Levaux, AdvisorOne  |  January 18, 2011

  Net new client assets for the online broker were $9.7 billion, a jump of 11% over last year’s results.

• 

  SEC on SRO and Fiduciary Standard, Plus Earnings Season: AdvisorOne Briefing for the Week of Jan. 17, 2011

  By James J. Green, AdvisorOne  |  January 17, 2011

  Market-moving news for this week centers around earnings and the visit to the U.S. of the Chinese president, but advisors will be focused on the SEC's recommendations to Congress on an SRO and fiduciary.