News

<p>Table below reflects daily flows on September 17, 2026 and asset totals as of that date.</p>

The internet is awash in videos created by self-styled financial influencers peddling investment strategies. Just 2% of the social-media influencers were qualified to give financial advice, the firm found. On Thursday, the Wall Street giant unveiled its 2027 advisor compensation plan, which follows the brokerage industry practice of using a grid to determine pay.

Schwab's Liz Ann Sonders says the firm is neutral on equities and favors commodities, with no universal portfolio fit.

A roughly $3.6 billion municipal-bond exchange-traded fund is careening toward its biggest monthly outflow ever, after a fixed-income selloff pushed muni yields to the highest in months.

Schwab's record $64.8 billion in August core net new assets and $13.41 trillion in client assets highlight strong momentum across its platform.

Webull just posted a record trading quarter, eliminated a regulatory headwind it called its defining moment, and closed a major international acquisition, yet the stock is down 34% over the past year. Whether the next phase of its story corrects that or deepens it depends on a few things falling into place.

A Texas family used ChatGPT to build an income plan around a brokerage account, and a certified financial planner stopped them before they made a move that would have triggered taxes they never needed to pay.

Charles Schwab (NYSE:SCHW) is partnering with Anthropic to roll out the Claude for Financial Advisors tool to its RIA network. The AI assistant is being integrated into the workflows of more than 16,000 independent advisors that custody with Schwab. Claude is expected to support tasks such as drafting client communications, summarizing documents, and assisting with research for advisory teams. Schwab's launch of Claude for Financial Advisors across its RIA platform is an important step to...

Anthropic pushed Claude directly into wealth-management workflows on September 14, launching Claude for Financial Advisors with connections to Charles Schwab, BlackRock and other industry platforms. It lets advisers pull client and portfolio information into Claude for meeting prep, portfolio review and documentation. That gives The Charles Schwab Corporation (NYSE:SCHW) a new way to deepen its […]

Schwab acknowledges the now-deceased client’s losses but says it shouldn’t have been responsible for reimbursing his sons.

Thousands of families plan to convert their child's Trump Account to a Roth IRA at 18, but one tax mechanic can quietly erase the entire benefit and send that bill straight to the parents.

Margin balances ended August at $177.6 billion, up 92% year over year

Charles Schwab’s stock was rising Tuesday morning after it reported hauling in $64.8 billion in core net new assets, a record for the month of August. Analysts watch the company’s asset-gathering figures closely to see how quickly Schwab is growing. The company said customers opened 424,000 new brokerage accounts in August, an increase of 11% compared with August 2025.

Is SCHW a smarter bet, backed by stronger earnings momentum, a lower valuation and broader diversification despite HOOD's faster growth? Let's find out.

The AI developer is increasingly positioning Claude as infrastructure for the financial services industry.

The company is seeking more access to the lucrative wealth management sector by embedding itself in the technology that financial advisors use.

Robinhood's August metrics showed strong customer, asset and equity growth, while mixed trading trends kept transaction-based revenue risks in focus.

IBKR's global expansion, 35% account growth and scalable tech support its outlook, though a 30.22X forward P/E raises valuation risk. Is now the time to buy it?

A bank representative handed a grieving widow a form, checked a box, and processed a transaction that looked completely routine. That single checkbox quietly activated a tax penalty she had every legal right to avoid for the next three and a half years.

New research shows 70% of teenagers are eager to get into the market — and they're looking to their parents for guidance.

Charles Schwab is raising the minimum account balance for a tax-smart strategy favored by investment advisors who use Schwab’s trading platform. Starting Sept. 16, investors who want to take advantage of Schwab’s long/short separately managed accounts will need minimum balances of $10 million, up from the current minimum of $1 million. Schwab says the change will affect only new accounts, not existing ones.

Robinhood's tokenized-stock push faces fresh scrutiny as issuer objections and regulatory questions threaten to raise costs and slow global expansion.

Four US spot XRP ETFs appeared as collateral in repurchase agreements held by a Schwab money market fund as of Aug. 31. At least $8.32 ...

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

SCHO sticks to Treasuries with minimal volatility, while ISTB diversifies into corporate and mortgage debt for extra income. Which strategy fits your risk tolerance?

The brokerage business may not be exactly what it looks like from the outside.

The company’s index that tracks investor behavior shows clients became more selective in August about stocks and sectors.

Clients bought SPCX, NVDA, MU, INTC, and GOOGL, while net selling PLTR, MSFT, NOW, CRM, and ORCL.

HOOD enters IPO underwriting with Oura. The move is expected to expand retail allocations, deepen issuer ties and add a new fee-based revenue stream.

Retail investors were less eager buyers of stocks in August, taking advantage of gains early in the month to trim some of their positions and leading to a 3.9% decline in Charles Schwab's index of stock positions and trading activity, per data shared exclusively with Axios.