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Financial Advisor October 2006 Thomas M. Kostigen	Discrimination, Or Keeping It Simple? Schwab boots funds that have cheaper share classes elsewhere.
Registered Rep. July 23, 2010 Brad Zigler	An ETF Commission War Is Brewing There's something afoot in the ETF space that's going to challenge reps and advisors to create value-for-money propositions for their services.
The Motley Fool November 9, 2007 Selena Maranjian	Fund Fees Rising When They Should Be Falling Are you getting ripped off by your fund family? While many mutual funds are now enjoying lower operating costs, many fund companies have actually raised the annual fees they charge shareholders.
The Motley Fool June 20, 2008 Selena Maranjian	Make Money Despite Higher Fees A low fee isn't everything.
BusinessWeek May 2, 2005 Adrienne Carter	Mutual Funds: Why Fees Still Defy Gravity Investors are seeking answers about why annual fees are assessed when fund company assets have increased. Now regulators want to know, too.
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.
Registered Rep. January 16, 2013 Stan Luxenberg	The Rise and Fall of Load Funds All hail no loads and ETFs! Will the move away from loads and commissions continue? Yes, says Avi Nachmany, research director of Strategic Insight. "The old commission business is fast disappearing," says Nachmany.
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.
Financial Advisor February 2004 Sydney LeBlanc	Stature, Service, Size, Simplicity Schwab, Fidelity and Waterhouse are building sophisticated SMA (separately managed account) platforms.
The Motley Fool May 15, 2008 Dan Caplinger	Don't Pay Your Broker for Free Funds No-load funds don't cost a dime to buy -- except from some brokers.
Financial Planning January 1, 2013 Allan S. Roth	ETF Fees Drop Amid Competitive Battle In a remarkably short period, the playing field for the lowest-cost ETFs has changed dramatically.
Registered Rep. October 15, 2009 Christina Mucciolo	Schwab Q3 Earning Down, But the Race For RIA Assets Is Hot Charles Schwab reported a 34 percent drop in its third quarter earnings, the firm's third consecutive quarter of slowing earnings this year.
Financial Planning July 1, 2013 Patrick Sweeny	How to Talk About Your Fees Clients deserve straight answers on the ways they pay for your services.
Registered Rep. June 29, 2009 Halah Touryalai	Schwab Cuts Some Fees for 2009 In an effort to ease the financial pain of its registered investment advisors, Charles Schwab has announced a series of initiatives that will save them money.
The Motley Fool September 3, 2008 Selena Maranjian	This Fund Charges What? Pay attention to the expense ratios of your funds, or pay too much.
Financial Advisor March 2004	Frontline News Former Securities and Exchange Commission Chairman Arthur Levitt stunned attendees at TD Waterhouse's annual conference in Orlando in early February when, in response to a question, he indicated he was opposed to a proposed rule that would grant exemption from registered investment advisor registration for wirehouse brokers.
Financial Advisor May 2012 Karen DeMasters	Advisors Often Work Against Clients' Interests, Study Says Financial advisors often work against their clients' interests if it means earning more in fees, according to a recent study by the National Bureau of Economic Research.
The Motley Fool August 24, 2007 Amanda B. Kish	Fund Fees Under the Magnifying Glass Make sure you know how much you're paying for your fund.
Financial Advisor May 2004 Raymond Fazzi	Niche Players Provide More Choices For Advisors Many are trying hard to differentiate themselves---and are succeeding.
The Motley Fool October 18, 2010 Dan Caplinger	It's Time to Take Back Your $10 Billion Whether you think 12b-1 fees are bilking investors or a fair way to compensate financial professionals, the SEC needs your opinion.
Investment Advisor December 2005 Andrew Gluck	The Gluck Report, Part I: The Big Three's Tech Plans for 2006 New tech initiatives from the leading custodians have lots of features aimed at attracting and winning over RIAs without making them feel like they're losing their independence. We talk to the tech heads at Schwab, Fidelity, and TD Waterhouse.
Financial Advisor April 2004 Gregory Bresiger	Fund Industry Dilemma: Who Pays The Bills? A new bill calls for the elimination of 12b-1 fees.
Financial Advisor July 2011 Marla Brill	Schwab's Low-Cost ETF Gamble Schwab is undercutting competitors with low fees, but still faces a challenge in differentiating its ETFs from those offered by more established players.
Investment Advisor March 2007 Kara P. Stapleton	March 2007 Charles Schwab has launched Schwab Advisor Portfolio... Vanguard has filed with the SEC to offer exchange traded shares... A new level of membership launched at myStockOptions.com... etc.
The Motley Fool May 8, 2007 John Rosevear	Are Advisor-Sold Funds Ever Worth It? In an era when anyone can get market-level performance with a few minutes' effort by buying an index fund from somewhere like Vanguard or T. Rowe Price, advisor-sold funds are harder to justify than ever.
The Motley Fool February 3, 2010 Amanda B. Kish	This May Save the Mutual Fund Industry Finally, investment advisors are wising up. An ongoing change in how many financial advisors get paid is having broad implications for the business.
Investment Advisor August 2009 James J. Green	Schwab Cuts Costs for Its Advisors Charles Schwab Advisor Services announced a series of moves that will have the net effect of reducing costs to the RIAs that custody with Schwab.
Registered Rep. October 17, 2011 Jerry Gleeson	Schwab Trading Revenue Spikes in Q3; Asset Revenue Flat Summer market volatility took its toll on Charles Schwab Corp.'s third-quarter results.
Registered Rep. March 2, 2015 Diana Britton	Crowded Out Some level of competition between advisors and custodians has been around for years. Still, some advisors feel recent events make the distinction between business partner and market competitor less clear.
Financial Advisor November 2005 Tracey Longo	All For Advisors Brokerage executives are doing their best to deliver the tools advisors need to move their business to the next level, while still remaining efficient. That includes streamlined technology, investment and rebalancing selections, outsourcing, practice management and business development assistance.
The Motley Fool June 1, 2006 Selena Maranjian	The Best Brokerages for Mutual Funds Mutual fund investing can be unnecessarily expensive at some brokerages.
The Motley Fool April 19, 2004 Selena Maranjian	Mutual Fund Fees Explained Ignore a fund's fees and your net worth may suffer.
Registered Rep. May 1, 2005 Stan Luxenberg	Will 12b-1 Fees No Longer Be? The mutual fund fees known as 12b-1s have morphed into something few envisioned when the SEC created them 25 years ago. With regulators now poised to address that transformation, many reps are sweating about the future of a reliable income stream.
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.
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.
Registered Rep. April 1, 2006 Kristen French	Your Fees Under the Regulator Microscope Financial advisors had better be able to justify their fees, because regulators have been busy examining fees charged to retail clients.
Investment Advisor April 2010 James J. Green	Navigator For years, Dan Skiles has steered advisors through the tech rocks to business safe harbors. As IA's new technology coach, he'll be your guide to the future.
The Motley Fool May 20, 2010 Dan Caplinger	Make the Most of Free Schwab ETFs Can the first discount broker stand up to its competition?
The Motley Fool August 13, 2007 Dan Caplinger	Don't Pay Twice for Advice There's nothing inherently wrong with paying for financial advice. But there's a big difference between paying once for a good financial plan versus paying high fees year after year, through good times and bad.
BusinessWeek July 31, 2006 Lewis Braham	The Best E-Broker For You The price of a trade is just the start. Here's what you need to know to choose wisely.
Registered Rep. March 23, 2015 Ryan W. Neal	Schwab Reveals Intelligent Portfolios For Advisors Schwab is making the technology the backbone of an account management tool for registered investment advisors.
Registered Rep. April 15, 2011 Jerry Gleeson	Trading, Fees Lift Schwab Profits Higher Continued growth in client trading and fees helped drive profits at Charles Schwab Corp. to higher-than-expected levels for the first quarter.
Financial Advisor September 2010	Advisor Emporium Advisor Emporium: Schwab Offers Integrated Technology Platform... National Planning Holdings Launches WealthOne... BlackRock Increases ETF Offerings... Goldman Sachs Adds Fund... more...
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 October 2, 2007 Elizabeth O'Brien	Advisor Pulse A new study reveals that while 95% of all financial advisors believe they've talked about fees with their clients, only 66% of customers say their advisor has initiated a fee discussion with them.
Investment Advisor August 2007 Melanie Waddell	Will 12b-1 Fees Survive? Will the securities and Exchange Commission repeal 12b-1 fees? It depends on whom you ask, but SEC Chairman Christopher Cox has vowed to either repeal or revamp the Commission's 12b-1 rule by year-end.
The Motley Fool July 28, 2010 Selena Maranjian	The Amazing Disappearing, Reappearing Fund Fee A fee by any other name will still cost just as much.
The Motley Fool September 1, 2005 Selena Maranjian	Brokerage Fees: Low or High? It can be a little more complicated than you might expect to find the best brokerage for yourself. You can get poorer if you're not rich enough.
The Motley Fool November 4, 2009 Dan Caplinger	This Will Change the Way You Invest Charles Schwab is preparing to offer ETFs in a way that few have seen before: free of charge.
Financial Advisor August 2010 Raymond Fazzi	Looking To Streamline Now that they've experienced the harsh consequences of poor business management, fee-based advisors are looking to their custodians and broker-dealers for all the help they can get.