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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.
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.
Registered Rep. August 1, 2005 Stan Luxenberg	NTFs Are No Free Ride While it is possible to find moderately priced no-transaction-fee (NTF) funds, few come with rock-bottom expense ratios. This is at least partly due to the basic costs of NTF programs.
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.
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.
The Motley Fool April 15, 2011 Andrew Bond	Charles Schwab Sitting Pretty The discount broker enjoys a strong quarter.
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 Advisor February 2004 Sydney LeBlanc	Stature, Service, Size, Simplicity Schwab, Fidelity and Waterhouse are building sophisticated SMA (separately managed account) platforms.
Registered Rep. April 1, 2005 Luxenberg & French	A Pile of Reasons Regulators and broker/dealer management have gone overboard with mutual fund disclosure. Take the case of the B-share class of mutual funds.
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.
Registered Rep. June 20, 2007 Kevin Burke	Fund Fees Sink to Lowest Level in 25 Years, but Why? Is it the result of investor preference for lower-cost funds, increased competition among fund companies -- or fallout from the fund trading scandal?
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.
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.
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.
The Motley Fool September 6, 2006 Dan Caplinger	Fend Off Fund Fees Here are tips on how to avoid unnecessary mutual fund fees and keep the money for yourself.
Registered Rep. November 14, 2003 Will Leitch	Charles Schwab's Image Gets a Smudge In the wake of Friday morning's news that late-trading and market-timing had been occurring in one of Schwab's funds, through its U.S. Trust subsidiary, Schwab senior executives on Friday back-pedaled a bit from their assurance that the firm would not be implicated in mutual fund improprieties.
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.
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.
Financial Advisor November 2006	Letters to the Editor An Inaccurate Picture... A New Word For Retirement...
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.
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 August 26, 2008 Dan Caplinger	Is Your Broker Robbing You Blind? With many advisors charging fees based on assets under management, there's always a possibility that your advisor will recommend commission-generating investments that aren't the best for you. Although it looks innocent, that amounts to outright theft.
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. 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.
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.
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.
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.
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.
The Motley Fool October 20, 2010 Andrew Bond	Charles Schwab Improves -- But Not In Trading Schwab's first revenue gain in two years came despite falling trading revenue.
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.
Registered Rep. August 26, 2011 Jerry Gleeson	Schwab Apologizes Over Sales Pitch to Advisor Clients Schwab found itself apologizing for violating its own policy of pitching portfolio products to retirement plan sponsors who were clients of retail financial advisors and turnkey asset management programs that have custodial relations with the firm.
Registered Rep. July 30, 2003 Will Leitch	SIA Says "Me Too" on Sales Fee Investigations Amid the brewing investigations into mutual fund sales practices, the Securities Industry Association came out last week in support of the new Joint NASD/Industry Task Force.
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.
Financial Advisor April 2004 Gregory Bresiger	Fund Industry Dilemma: Who Pays The Bills? A new bill calls for the elimination of 12b-1 fees.
Registered Rep. October 26, 2010 Jerry Gleeson	Net Assets Rise at LPL, TD Ameritrade Trading revenue (excluding asset-based fees and advisory assets), however, was less impressive, with LPL posting modest gains and TDA seeing big declines. (Not surprising, given the overall market conditions.)
Registered Rep. February 2, 2009 Brooke Southall	Schwab To RIAs: Expect Strong Service Despite Slowdown Despite a recent drop in share price, Schwab maintains that their long-term strategy is sound and will emerge as a winner from this credit crisis.
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.
Registered Rep. November 14, 2003	Schwab Has Plenty to Say About Mutual Funds Not surprisingly, the mutual fund scandal is a hot topic of conversation at Charles Schwab & Co.'s yearly IMPACT conference.
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.
Registered Rep. September 16, 2005 John Kador	Charles Schwab Drops Service, Order Fees Charles Schwab Corp. has eliminated its remaining account service fees and its $3-per-order handling charge on equity trades. The decision affects about 650,000 Schwab account holders with balances below $25,000.
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 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 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 April 19, 2004 Selena Maranjian	Mutual Fund Fees Explained Ignore a fund's fees and your net worth may suffer.
Investment Advisor December 2009 James J. Green	Schwab Ups the Ante on ETFs Rolls out eight of its own funds, featuring very low expenses and free trading.
Financial Advisor October 2011 Juliette Fairley	Staying Afloat Hedged equity mutual funds provide protection against downside risk, but they are costly.
Registered Rep. September 16, 2009 Halah Touryalai	Schwab's Fee Waivers Add Up Things are looking up for Charles Schwab, with new client assets, brokerage account openings, and daily average trading up versus July. But the firm is bracing itself for a few bumps in the road.
Investment Advisor February 2010 James J. Green	Schwab Keeps Up the Price Pressure Cuts equity commissions to $8.95 per trade; rolls out more commission-free ETFs.
The Motley Fool October 5, 2004 Jeff Hwang	Schwab's Cost of Competition The discount broker again cuts its price on online trades. The stock falls a couple of percentage points on the news.
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.