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
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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 […]
November 19, 2019

Schwab IMPACT: “All In” on Technology

The theme of this year’s Schwab IMPACT Conference was “All In”, and it was gratifying that the theme extended to technology. When I last visited IMPACT […]
January 30, 2019

Private Client Resources (PCR) Integrates with Schwab OpenView Gateway®

Private Client Resources (PCR), a leading provider of data aggregation and wealth information management services to UHNW families, private banks, multi-family offices, and investment advisors, today […]
August 28, 2018

Schwab Pivots on PortfolioConnect, Doubles Down on Custody Platform: PortfolioConnect to be Free for Assets Custodied at Schwab

After years of telling advisors that their next generation portfolio management product, PortfolioConnect would be multi-custodial, Schwab is abandoning that pledge. Furthermore, Andrew Salesky, Senior Vice […]
May 8, 2018

Schwab Creates New Digital Accelerator Program to Better Serve Investors

Schwab is expanding its technical talent pool in both Austin and San Francisco and will be identifying dedicated real estate in Q2 and Q3 2018 to […]
December 15, 2016

Big PIEtech Coup: MoneyGuidePro and MyMoneyGuide Lab to Power Schwab Intelligent Advisory Service

When Schwab recently announced the launch of Schwab Intelligent Advisory, the firm stated that “Clients will complete a self-guided online planning tool focused on their specific […]
December 15, 2016

Will Schwab Upend the Advisory Business?

Charles Schwab recently announced plans to expand its suite of wealth management and advisory services with the launch of Schwab Intelligent Advisory, a hybrid advisory service […]
April 6, 2016

Schwab Closing Down OneView Integrated Office

Schwab Advisor Services recently told existing users of the Schwab OneView Integrated Office that they will be discontinuing the offering as of July 31, 2016. The […]