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”), ...

Kiah Treece is a former attorney, small business owner and personal finance coach with extensive experience in real estate and financing. Her focus is on demystifying debt to help consumers and ...

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 ...