Tag : Charles Schwab

Schwab Independent Advisor Outlook Study Indicates Advisors Remain Optimistic Despite Challenges of COVID-19 Environment
Fintech News Trading

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

Fintech News Desk
by Fintech News Desk0
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 and tools into its trader offerings for retail and independent advisor clients following its acquisition of TD Ameritrade. Read More:......
B2C Fintech News

COVID-19 Changes American Perspective on Wealth and Finances

Fintech News Desk
by Fintech News Desk2
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 saving, spending, investing and wealth, 57 percent of Americans say that they or a close family member have been financially......
Financial Data Exchange Launches FDX API 4.2 - Now the Most Comprehensive Tax Information API in the United States
Fintech News

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

Fintech News Desk
by Fintech News Desk0
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 in its mission to develop a secure, common, interoperable, flexible and royalty-free industry standard for financial data sharing. Read More: Strider......
New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
Fintech Investment Services News

For The First Time It’s Free To Hold Bitcoin In A Retirement Account – Introducing The No Annual Fee Choice IRA For Digital And Traditional Assets

Fintech News Desk
by Fintech News Desk0
28 years after Charles Schwab Trust Company introduced the no-annual-fee IRA for traditional assets, Choice by Kingdom Trust is breaking down that wall on the digital asset front with the no annual fee Choice IRA. Read More: Fintech Europe Selects Ten Startups for its Fifth Batch With the new No......
Charles Schwab Completes Acquisition of Motif's Technology Capabilities
Fintech Investment Services News

Charles Schwab Completes Acquisition of Motif’s Technology Capabilities

Fintech News Desk
by Fintech News Desk0
The Charles Schwab Corporation (“Schwab”) announced that it has completed the asset acquisition of Motif’s technology and intellectual property. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors. In addition to thematic investing, Motif’s technology platform offers the flexibility......
New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
Fintech Investment Services News

Charles Schwab Purchases Motif’s Technology Capabilities

Fintech News Desk
by Fintech News Desk0
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 an all cash transaction. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors.......
Charles Schwab Reinforces Its Commitment to Customer Data Protection
Fintech News

Charles Schwab Reinforces Its Commitment to Customer Data Protection

Fintech News Desk
by Fintech News Desk0
Signs API agreements with several Third Party financial technology companies Charles Schwab announced agreements with Intuit (maker of QuickBooks, TurboTax and Mint), eMoney Advisor (a financial planning software provider), and Envestnet | Yodlee (a leading financial data aggregation and analytics platform), to use Schwab’s “API” (application programming interface) connections. Read......
Zoe Financial Welcomes Charles Schwab Investment Management's Former President and CEO, Marie Chandoha to Advisory Committee
Banking Fintech News

Zoe Financial Welcomes Charles Schwab Investment Management’s Former President and CEO, Marie Chandoha to Advisory Committee

Fintech News Desk
by Fintech News Desk0
Zoe Financial, Inc., a technology-driven marketplace that empowers individual investors to make better financial decisions, today announced Marie Chandoha, former CEO of Charles Schwab Investment Management, has joined their Advisory Committee Zoe Financial, Inc.  announced Marie Chandoha, Board Director of State Street and former CEO of Charles Schwab Investment Management,......
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