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Schwab announces IMPACT headliners
Former Secretary of State Madeline Albright is slated to headline Schwab's September IMPACT 2008 Conference in Atlanta.
Schwab to debut active international fund
The mutual fund will hold between 100 and 200 securities and track the MSCI EAFE index.
Schwab to use Morningstar-fueled platform
Financial advisers doing business with Schwab Institutional, will be able to access Morningstar Investment Services' line of actively managed mutual fund, stock, and ETF portfolios.
M&A for registered investment advisers slowing
Firms with less than $500 million in assets under management have been most affected, said David DeVoe, senior director of mergers and acquisitions for Schwab Institutional in San Francisco.
TD and Schwab shares downgraded
An analyst for FBR Group Inc. downgraded the shares of both TD Ameritrade Holdings Corp. and The Charles Schwab Corp.
Schwab launches Monthly Income Funds
Charles Schwab is the most recent mutual fund company to introduce a lineup of funds designed to generate a targeted annual payout for retirees.
Schwab’s Myra Rothfeld to retire
Bernie Clark, senior vice president of sales and relationship management, will become the new SVP of marketing.
Patricia Cox is new Schwab COO
Ms. Cox will report to Charles Goldman, executive vice president and head of the San Francisco-based custody business.
Schwab joins YourSilverBullet.net
Schwab held off on joining until it was convinced that YourSilverBullet had staying power.
Schwab snaps up RIA tech consulting firm
Schwab Performance Technologies has entered into an agreement to acquire Etelligent Consulting Inc.
Schwab gains, Citigroup plummets
Charles Schwab reported that its third-quarter net income increased sixfold. Meanwhile, earnings at Citigroup fell 57%.
Schwab announces IMPACT judges
Schwab Institutional today released the names of the panel members for its 2007 IMPACT conference in Las Vegas.