Schwab has increased the minimum AUM for its advisor referral program following a decision to raise the minimum client asset ...

Called Schwab Advisor Network, the referral program for registered investment advisors who custody clients assets with Schwab has existed for more than two decades. The new client asset minimum goes ...

Schwab Advisor Services today announced the expansion of Schwab Advisor ProDirect™, making the program available to current independent registered investment advisor (RIA) client firms. Initially ...

WESTLAKE, Texas--(BUSINESS WIRE)--Today, Schwab Advisor Services, in partnership with Charles Schwab Foundation, announced the 15 recipients of its 2025 Registered Investment Advisor Talent Advantage ...

Roughly six months after Charles Schwab said it planned to launch a new service to help advisors start independent practices, the company is now offering the program to its thousands of existing ...

Schwab has announced a new fee-based program to provide operations, technology, and growth support to financial advisors who want to transition to the independent registered investment advisor (RIA) ...

Charles Schwab plans to launch a new service to help financial advisors who manage modest amounts of money to launch and grow their own independent firms. The Westlake, Texas-based company already ...

Charles Schwab is set to launch its new registered investment advisor membership program with 10 RIAs next year and has plans to add roughly that amount every month going forward. Shawnette Gauer, ...