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Registered Rep.
June 1, 2005
Kristen French |
Fido Attacks! Long a distant second to Charles Schwab in the lucrative business of serving financial advisors, Fidelity is making an aggressive push to close that gap. And some advisors are taking notice.   |
BusinessWeek
June 7, 2004
Lee & Young |
Is Schwab's Latest Come-On Enough? Brokerage firm Charles Schwab & Co. is slashing commissions in a bid to win over the high-net-worth clients it so badly needs. |
BusinessWeek
August 2, 2004
Louise Lee |
Charles Schwab Redux The newly restored CEO needs to refocus the company quickly. That means identifying its true core businesses, focusing on them, and dumping excess baggage. |
BusinessWeek
July 16, 2009
Farzad & Palmeri |
Should Charles R. Schwab Aim Higher? Some say the conservative brokerage firm Charles R. Schwab should be more aggressive as rivals such as E*Trade Financial founder. |
BusinessWeek
May 7, 2007
Aaron Pressman |
Can She Fix Fidelity's Lagging Sales? Rising star Ellyn McColgan has been handed Fidelity Investments' most critical job. |
Financial Planning
February 1, 2006
Donald Jay Korn |
Custody Battle Although three custodians now get most of the RIA business, increased competition may lead to more choices -- and more services -- for financial planners. |
The Motley Fool
February 3, 2010
Rick Aristotle Munarriz |
Let's Discount the Discounters Stock trade commission rates are falling, but that's bad news for discount brokers' shareholders. |
Registered Rep.
August 8, 2007
Christina Mucciolo |
McColgan Abruptly Leaves Fidelity After 17 years with Fidelity, Ellyn McColgan stepped down as president of Fidelity Investments distribution and operations. |
The Motley Fool
August 8, 2006
Selena Maranjian |
Business Booming for Brokerages There's another way to make money off brokerages -- by investing in them. In recent months, business has been brisk at many brokerages, judging by quarterly reports. |
Registered Rep.
April 1, 2007
John Churchill |
Can Schwab's RIA Empire be Toppled? Last year the online-broker-turned-advice-provider extended an already massive lead over rivals Fidelity and TD Ameritrade in RIA asset gathering. Is there no challenger to Schwab's throne? |
Financial Planning
April 1, 2005
Kristen French |
The Referral Challenge TD Waterhouse is betting that a referral program modeled on Schwab's highly successful system will help it hold on to high-net-worth clients. |
Registered Rep.
October 1, 2004
John Kador |
Cultures In Conflict When Schwab's then CEO David Pottruck decided to purchase U.S. Trust to help service clients, he probably did not give enough consideration to the intangibles involved -- like customer loyalty, corporate culture and historical identity. |
The Motley Fool
October 17, 2011
Evan Niu |
Chuck Talks to Profits Charles Schwab puts up a solid quarter and keeps waiting for rates to rise. |
The Motley Fool
July 20, 2004
Nathan Slaughter |
A New Day at Schwab Charles Schwab CEO David Pottruck is forced to resign amid poor second-quarter earnings. |
The Motley Fool
February 3, 2010
Dan Caplinger |
The Answer You've Been Waiting For Back in November, Charles Schwab announced that it would introduce exchange-traded funds of its own. Fidelity answers Schwab with an even better deal for investors. |
The Motley Fool
July 18, 2005
Alyce Lomax |
A Shinier Schwab After some tough years, Schwab shows more signs of a turnaround. Investors, take note. |
Registered Rep.
June 1, 2005
Feffer & Ambrosio |
What a Difference a Decade Makes Today, suffering a price war, reduced trading and overcapacity, online brokerages are consolidating, and flesh-and-blood financial advisors seem to have recovered. Which is why online brokerages are acting more like traditional financial companies. |
Registered Rep.
August 1, 2004
Stan Luxenberg |
Chucked! If Charles Schwab cannot soon deliver on its goal of reaching all kinds of customers, then perhaps the board will insist on another change, this time moving the company back to its model of the 1990s, when Schwab was clearly a discount broker. |
Registered Rep.
December 18, 2007
John Churchill |
Ellyn McColgan, Late Of Fido, Joins Morgan Stanley Ellyn McColgan, once seen as a possible successor to Ned Johnson as CEO at Fidelity Investments, has been picked to take the helm of Morgan Stanley's Global Wealth Management Group. |
The Motley Fool
October 20, 2008
John Rosevear |
The Right Broker for Right Now Many who trusted a professional to guide them through the ups and downs of the markets are opening their statements or logging in now and seeing huge losses -- half or more of their portfolios, in many cases. So who is the right broker for now? |
Registered Rep.
January 1, 2003
John Kador |
Why Wall St. Hates Charles Schwab Charles Schwab: How One Company Beat Wall Street and Reinvented the Brokerage Industry is the first full-length book about Schwab by an independent writer. |
BusinessWeek
November 14, 2005
Aaron Pressman |
Dear Abby, What Happened? It's no longer apparent that the boss's daughter is the heir at Fidelity Investments. |
Registered Rep.
July 20, 2004
Stan Luxenberg |
Back to the Future? Courage has never been in short supply at Schwab. The company was founded in the 1970s by Charles R. Schwab, and now he's back at the helm. But the task of reinvention is not a simple one. |
Registered Rep.
June 1, 2006
Kevin Burke |
Schwab's Secret Success With more and more brokers going independent these days and open architecture on the rise, Schwab may very well bridge the gap between industry behemoths like Vanguard and Fidelity sooner than you think. |
The Motley Fool
January 11, 2010
Selena Maranjian |
A Brokerage Price War? Any discount brokerage that slashes its rates will likely see lower revenue and profits. If you invest in any of these companies, keep that impending hit in mind. |
The Motley Fool
February 11, 2010
Dan Caplinger |
Roundtable: Will Free ETFs Change Your Life? Several top experts in personal finance weigh in with their thoughts on how you can best take advantage of changes in ETF fees. |
Investment Advisor
December 2005
James J. Green |
Talk to Chuck Schwab the company began as a transaction service, then moved into mutual funds, but Schwab the man believes his greatest legacy was his ability to democratize investing, and to support the notion that people could get their advice from someone who did not have a conflict of interest. |
Financial Planning
August 1, 2005
Bob Hirschfeld |
TD Ameritrade's Good Deal The merger of the two online broker-dealers will transform the new firm into a top contender. |
Investment Advisor
September 2007
Kathleen M. McBride |
Life After Ellyn McColgan Her sudden departure from Fidelity is a loss for advisors. McColgan's departure comes on the heels of Debby McWhinney's abrupt resignation from Charles Schwab earlier this year. |
The Motley Fool
May 11, 2011
John Rosevear |
This Investing Decision Can Cost You Big Choosing the wrong brokerage can be a costly mistake. |
Registered Rep.
February 2, 2010
Kristen French |
Fidelity Makes Trade Pricing Uniform For RIA And Retail Clients Fidelity's RIA custody division, Institutional Wealth Services, said it was cutting fees for U.S. equity and options trades. It also began offering commission-free online trades for its iShares ETFs and Fidelity Nasdaq Composite Index Tracking Fund. |
Investment Advisor
March 2010
Robert F. Keane |
Changes at the Top for RIA Units at Fidelity and Schwab At a time when growth in the RIA channel has been robust to say the least, the two largest custodians have announced executive changes and restructuring of their units serving RIAs. |
The Motley Fool
August 11, 2006
Selena Maranjian |
Going for Brokers Switching brokers can be an easy (and thrifty) move. |
Registered Rep.
October 1, 2005 |
60 Seconds with Bill Carey (Head of Fidelity's RIA group) The former president of Fidelity's institutional retirement business and a 12-year veteran of the firm talks about his plans for the advisory unit and the challenges confronting advisors. |
The Motley Fool
April 15, 2011
Andrew Bond |
Charles Schwab Sitting Pretty The discount broker enjoys a strong quarter. |
The Motley Fool
April 15, 2005
Rick Aristotle Munarriz |
Seed of Chucky Schwab's first quarter may seem lackluster, but there's more to the numbers than meets the eye. Now would be a good time to take a closer look at Schwab. |
The Motley Fool
August 16, 2004
Steven Mallas |
Will Schwab Reward Patience? The company saw an improvement in its trades, but will this market be kind to the brokerages? |
Registered Rep.
May 26, 2004
John Churchill |
Schwab to Slash Price for Online Trades The pricing move is widely seen as a bid to attract more business, but investors fear the move may have a negative impact on revenues. |
The Motley Fool
December 8, 2005
Selena Maranjian |
Commissions Falling: Are Yours? You can pay $5 per trade, or even less, if you shop around for a broker tailored to meet your needs. |
BusinessWeek
May 17, 2004
Carol Cropper |
Choosing An Online Broker The majority of the most popular places to trade via the Internet have instituted a multitude of service levels and fees. The amount you pay to play often depends on which level you qualify for. |
The Motley Fool
July 24, 2006
Stephen D. Simpson |
Discount Broker, Expensive Stock Charles Schwab is back on track, but the stock isn't cheap. Investors, paying too much for the stock of a discount broker seems to really defeat the whole purpose. |
The Motley Fool
February 9, 2010
Rick Aristotle Munarriz |
Even the E*TRADE Baby Learns to Limbo The E*TRADE Baby is shaking his rattle by lowering prices and slashing activity fees. |
Registered Rep.
March 1, 2005
John Kador |
Chuck Schwab, I Presume? An interview with Charles Schwab on his take on the industry he rocked to its foundation and on what the future holds for the retail brokerage business. |
BusinessWeek
August 15, 2005
Aaron Pressman |
Fidelity Trolls For Bigger Fish Fidelity Investments' new Pyramis unit will grab at a larger slice of the institutional pie. |
Registered Rep.
January 21, 2010
Christina Mucciolo |
Fidelity Cedes Top "Distributor" Spot to Schwab In Client Survey Affluent investors rated Charles Schwab the number one "distributor" or brokerage firm, bumping Fidelity into second place, according to Cogent Research's recently released 2010 Investor Brandscape report. |
Registered Rep.
November 25, 2008 |
Fido Poaches Schwab RIA Executive Fidelity Investments negotiates a contract with the former head of Schwab's advisor business. |
Registered Rep.
October 1, 2005
John Kador |
Schwab Does It Again Charles Schwab, the pioneering discount broker who was slammed by the tech wreck and suffered through protracted management struggles in the past two years, is beating the wirehouses at their own game. |
The Motley Fool
July 27, 2011
Zeeshan Siddique |
Charles Schwab Continues to Impress Charles Schwab's impressive second quarter paints a healthy picture of the bank. |
The Motley Fool
October 9, 2007
Selena Maranjian |
Invest Virtually -- via Your Brokerage Some brokerages now offer you the ability to invest virtually, essentially managing a mock portfolio. This can be a great way to try out various strategies, or just to get used to your brokerage's trading platform and formats. |
BusinessWeek
May 27, 2010
Betsy Morris |
Chuck Schwab Is Worried About Small Investors. Should We Worry Too? "People are still in a state of fear," says the father of individual investing. "And with good reason." Schwab believes it is crucial for the little guy to stay invested. And his business depends on it |
