Advisors grow their business through referral programs that give them access to prospective clients who can bring significant ...

Schwab has increased the minimum AUM for its advisor referral program following a decision to raise the minimum client asset ...

Charles Schwab (NYSE:SCHW) pulled in more than $53B of core net new client assets in March, its second highest amount for any March in its history, the company's founder and CEO said. "Our business is ...

Charles Schwab SCHW released its monthly activity report for November 2025. The company’s total client assets were $11.83 ...

Charles Schwab’s total client assets hit $11.8 trillion as of the end of November, up 15% from the same period last year.

The Charles Schwab Corp. is currently considering raising fees financial advisors and registered investment advisors firms pay in order to participate in its client referral program, Schwab Advisor ...

Charles Schwab's (NYSE:SCHW) total client assets stood at $9.74T at the end of August, up 2% from the end of July and 20% from a year earlier, the online brokerage said on Monday. Core net new assets ...

Charles Schwab executives have said 2024 is a transition year. When the brokerage firm reports earnings Tuesday, shareholders will want to know how that transition is going. Schwab shareholders may ...

Schwab Advisor Services unveiled enhancements, including a waiver of fees for its merger and acquisition listing service, an online version of its Scorecard tool, and a new client feedback product. an ...

Charles Schwab & Co. last week sued Davies Financial Advisors, a Murrieta, Calif., firm with $288 million in assets under management, for allowing a former Schwab advisor to allegedly violate the firm ...