Robo Advisors – Changing the Face of Investments

Robo Advisors are robotic financial advisors that use algorithms to automatically select investments for the customer, and also advise them on other relevant financial decisions. Robo-Advisors are not new to…

Read More
Schwab Adds Low-Cost Market-Cap-Weighted and Blended ETF Model Portfolios to Riskalyze Platform, Enabling Advisors to Create and Compare Investment Portfolios Based on Client Risk Tolerance

Schwab Completes Acquisition of TD Ameritrade

The Charles Schwab Corporation (“Schwab”) announced that it has completed its acquisition of TD Ameritrade Holding Corporation (“TD Ameritrade”). The combination will create a company with enhanced scale, an even…

Read More
Finicity Wins 2020 Diversity and Inclusion Leadership Award from Mortgage Bankers Association

Finicity Finalizes Secure Direct Data Agreement with Charles Schwab

API Integration Will Provide Consumers Enhanced Control and Security Over How Their Data is Shared With Third-Party Apps and Services Finicity, a leading provider of open banking solutions, announced that…

Read More
Independent Financial Partners Launches Connected Trading with Riskalyze, Further Deepening its Enterprise Relationship

Independent Financial Partners Launches Connected Trading with Riskalyze, Further Deepening its Enterprise Relationship

Riskalyze’s seamless trading automation will help reduce manual operations and save advisors time Riskalyze today expanded its existing enterprise agreement with Independent Financial Partners (“IFP”), a broker-dealer and registered investment advisor managing $6 billion in assets….

Read More
New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course

New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course

Charles Schwab Investment Management, Inc. (CSIM), an asset management arm of The Charles Schwab Corporation, announced the launch of a series of model portfolios available to advisors through the Envestnet…

Read More
Schwab Introduces Free Digital Financial Planning for Clients Seeking to Manage Their Retirement Goals

Schwab Introduces Free Digital Financial Planning for Clients Seeking to Manage Their Retirement Goals

Launch of Schwab PlanTM Gives All Schwab Clients a Modern Way to Access a Personalized Financial Plan Regardless of Asset Level As part of its ongoing commitment to democratize access…

Read More
Schwab Independent Advisor Outlook Study Indicates Advisors Remain Optimistic Despite Challenges of COVID-19 Environment

Charles Schwab Financial Literacy Survey Exposes Grave Impact of Lack of Financial Education During COVID-19

Americans more concerned about financial health than physical health As COVID-19 has extended beyond a health crisis into an economic crisis as well, it has exposed how financially vulnerable many…

Read More
Schwab Independent Advisor Outlook Study Indicates Advisors Remain Optimistic Despite Challenges of COVID-19 Environment

Charles Schwab Announces Plan to Adopt thinkorswim Trading Platforms as Part of TD Ameritrade Integration

TD Ameritrade’s thinkpipes platform also to be adopted for independent advisor clients The Charles Schwab Corporation (“Schwab”) announced it plans to integrate the award-winning thinkorswim and thinkpipes trading platforms, education…

Read More

COVID-19 Changes American Perspective on Wealth and Finances

Financial stress is on the rise but Americans exhibit positive financial behaviors during a difficult period According to Charles Schwab’s 2020 Modern Wealth Survey, an annual examination of perspectives on…

Read More
Financial Data Exchange Launches FDX API 4.2 - Now the Most Comprehensive Tax Information API in the United States

Leading Canadian Financial Services Firms Moving to Adopt the FDX Technical Standards for Secure Financial Data Sharing

Financial Data Exchange Launches in Canada Financial Data Exchange, LLC (FDX) has officially launched in Canada, with 31 organizations leading the country’s financial services ecosystem in joining FDX and taking part…

Read More

Page 1 of 2

Login

Welcome! Login in to your account

Remember me Lost your password?

Lost Password