Another Robo-Advisor Bites the Dust. U.S. Bank Shuts Down Automated Investor.

U.S. Bank’s move comes after UBS, JPMorgan Chase, and other companies have rethought their approach to digital advice.
Financial Advisor

Robo-Advisors Won't Steal Clients, Says Citigroup

It's ok, Charles Schwab Corp. and BlackRock Inc.: Robo-advisors won't be taking away your high-net-worth clients. At least, that's what Citigroup Inc. is telling clients in its recent fintech report, ...
Business Wire

Schwab’s 2025 Independent Advisor Outlook Study: Trust, Talent and Technology Shaping the Next Era of Independent Advice

Visionary thinking, emotional intelligence, and technology fluency rise as critical traits for the next generation of RIAs. WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Advisor Services today released its ...
Business Wire

Schwab Grows Institutional No Transaction Fee Fund Offering for Independent Advisors

WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Advisor Services™ has increased its institutional no transaction fee (INTF) mutual fund capabilities for independent registered investment advisors (RIAs). The ...

Charles Schwab’s CEO Is Worried About Prediction Markets. What He Told Thousands of Financial Advisors.

Charles Schwab’s annual conference for registered investment advisors is one of the industry’s largest, and it gives Rick ...