Schwab Advisor Services and The Family Wealth Alliance will continue mutual focus on building community and offering value-added knowledge and resources for multifamily and single family wealth firms WESTLAKE, Texas–(BUSINESS WIRE)– The Charles Schwab Corporation (“Schwab”) today announced it has acquired The Family Wealth Alliance (“FWA”), a leading community andContinue Reading

Online directory that helps investors find and research RIAs now features advisors who custody with TD Ameritrade. WESTLAKE, Texas–(BUSINESS WIRE)– Schwab Advisor ServicesTM continues to expand and enhance its trailblazing Independent Difference campaign, an education and advertising campaign that uses national TV, print, digital and social media advertising to raiseContinue Reading

WESTLAKE, Texas–(BUSINESS WIRE)– Schwab Advisor Services™ is expanding its RIAConnect® platform to provide greater support to firms who custody with both Schwab and TD Ameritrade (TDA) to make the right connections with each other and with prospective talent. The online community and matching tool, which originated as a TDA initiative,Continue Reading

WESTLAKE, Texas–(BUSINESS WIRE)– Schwab Advisor Services has expanded its institutional no transaction fee (INTF) mutual fund offering for independent registered investment advisors (RIAs). The expanded line-up includes the addition of more than 800 institutional funds, without a transaction fee, from 15 leading third-party asset managers. The 15 asset managers are:Continue Reading

Inaugural ENGAGE event will offer emerging, growth-minded independent advisors access to thought leadership, networking and best practices WESTLAKE, Texas–(BUSINESS WIRE)– Schwab Advisor Services is expanding its annual event and education line-up with a new conference experience—ENGAGE—designed specifically for the needs of emerging, growth-minded advisors. The inaugural event, set for AprilContinue Reading

New additions include two positive impact strategies, bringing new choices for clients who want to align their investments with their values WESTLAKE, Texas–(BUSINESS WIRE)– Schwab Asset Management, the asset management arm of The Charles Schwab Corporation, today announced the expansion of its suite of fixed income separately managed account strategiesContinue Reading