Financial Planning

Schwab bets its lending services can help RIAs retain client assets

Charles Schwab CEO Rick Wurster speaks at the firm's institutional investor day in Westlake, Texas. When Charles Schwab executives talk to the RIAs they work with, one of the biggest requests is for ...
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Charles Schwab reports 15% Y/Y rise in July-end client assets

Financial services provider Charles Schwab (NYSE:SCHW) announced on Thursday a 15% year-over-year and 2% month-over-month increase in July-end client assets to $10.96T. Shares were +1.39% pre-market ...
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Schwab Shares Gain 1.1% as Total Client Assets Rise in April

Shares of Charles Schwab SCHW gained 1.1% following the release of its monthly activity report for April 2025. The company’s total client assets were $9.89 trillion, up 12% from April 2024 and stable ...
Nasdaq

Charles Schwab Announces Branch Network Expansion and the Addition of 400 Branch-Related Roles to Meet Increasing Client Needs and Fuel Further Growth

WESTLAKE, Texas--(BUSINESS WIRE)-- Charles Schwab today revealed details of a significant expansion of its branch network, underscoring the firm’s commitment to serve its fast-growing retail client ...

Schwab’s Beatty Says Expanding Wealth Advice Not at Risk of ‘Bumping Into’ RIAs

Jon Beatty, Schwab’s head of advisor service, made the comment after news that its Schwab Wealth Advisory offices would be ...
Seeking Alpha

The Charles Schwab Corporation (SCHW) Discusses Business Growth, Client Engagement and Strategic Initiatives in Winter Business Update Transcript

Good morning, everyone, and welcome to Schwab's 2026 Winter Business Update. This is Jeff Edwards, Head of Investor Relations. I'm joined in Westlake today by our President and CEO, Rick Wurster; as ...
Business Wire

Through AdvisorEngine and Charles Schwab, Financial Advisors Can Gain New Operational Efficiency and Provide a Delightful Client Experience

NEW YORK--(BUSINESS WIRE)--AdvisorEngine®, the financial experience company, continues to strengthen its wealth management platform to provide investment advisors control over their client experience ...