Over Labor Day weekend, Schwab Advisor Services will transition more than 7,000 independent advisory firms representing nearly 4 million client accounts from TD Ameritrade to the Schwab platform.

WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Advisor Services TM (“Schwab”) announced today that Model Market Center™, the industry’s first model portfolio marketplace, pioneered by TD Ameritrade (“TDA”), ...

Industry’s leading model portfolio marketplace empowers RIAs to personalize and manage portfolios at scale WESTLAKE, Texas--(BUSINESS WIRE)-- Schwab Advisor ServicesTM (“Schwab”) announced today that ...

Charles Schwab is rolling out new functions and making a host of updates to its custodial platform following the massive integration of more than 7,000 registered investment advisory firms, $1.3 ...