January 17, 2024

New AdvisorEngine Integration with Schwab’s iRebal® Platform Deepens Portfolio management capabilities; Streamlines Trading and Rebalancing Workflows

AdvisorEngine, the financial experience company, continues to strengthen its wealth management platform to provide investment advisors control over their client experience and achieve greater operational efficiency.  […]
September 7, 2023

Schwab Gets It Done

By Joel Bruckenstein, CFP After almost three years of fending off naysayers, Schwab has completed the transition of over 3.6 million RIA managed accounts on the […]
August 11, 2023

Schwab Continues to Improve Their Advisor Facing Technology

By Joel Bruckenstein, CFP With so much of the market’s attention focuses on the outcome of the upcoming transfer of TD Ameritrade accounts to the Schwab […]
August 9, 2023

Some Lessons from the 2023 Schwab RIA Benchmarking Study

In my experience, if you ask a room full of advisors to raise their hands if they think their firm is above average, roughly 80-90% of […]
June 8, 2023

Schwab Delivers Enhanced Direct Indexing Capabilities to RIAs

Schwab adds a digitized experience to Schwab Personalized Indexing™ for advisors and new ways to personalize client portfolios Registered Investment Advisor (RIA) clients of Charles Schwab […]
April 22, 2022

Schwab Advisor Services Announces Platform Integration with Salesforce Financial Services Cloud

Integration enables independent advisors to access Schwab data and perform workflows directly from Salesforce Schwab Advisor Services is developing a new app integration with Salesforce Financial […]
April 20, 2021

AdvisorEngine completes integration with Schwab Advisor Center ® to deliver personalization at scale for independent advisors

For the first time, RIAs can access Schwab Advisor Center client data as part of AdvisorEngine’s end-to-end technology platform AdvisorEngine®, the financial experience company, announced today […]
June 5, 2020

It Looks Like the Schwab/TD Ameritrade Merger is a Done Deal

By Joel Bruckenstein, CFP It appears that the Schwab and TD Ameritrade merger is a done deal. The Department of Justice has signed off on the […]
May 15, 2020

A Brief Conversation with Neesha Hathi

By Joel Bruckenstein, CFP A couple of news items out of Charles Schwab & Co. last week prompted me to catch up with, Neesha Hathi, Executive […]
May 8, 2020

Charles Schwab Purchases Motif’s Technology Capabilities

The Charles Schwab Corporation (“Schwab”) today announced that it has entered into an asset purchase agreement to acquire the technology and intellectual property of Motif in […]