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 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

Over half of advisors think investment personalization will increase, especially among Millennial clients Talent continues to be both a strategic opportunity and an operational challenge for firms WESTLAKE, Texas–(BUSINESS WIRE)– Continued growth lies ahead for the independent advice industry according to registered investment advisors (RIAs) surveyed in Schwab Advisor Services’Continue Reading

Two-day event shared Schwab/TD Ameritrade Institutional custody integration roadmap and outlined support for technology integration partners ahead of 2023 conversion WESTLAKE, Texas–(BUSINESS WIRE)– Schwab Advisor Services held its second virtual Technology Forum this week for third-party advisor technology providers who work with Schwab and TD Ameritrade Institutional’s custody platforms. OverContinue Reading

Chad grew up viewing his father flip houses. Now, thanks to those lessons in genuine estate, he’s monetarily independent, running rental models and dwelling lifetime on his phrases.  The 39-12 months-outdated landlord, who was born and raised in Toronto, Canada, reached $1 million Canadian dollars, or roughly US$791,000, in 2019,Continue Reading