Charles Schwab is raising the fees it charges advisors to participate in its client-referral program. Effective later this year, participation in the Schwab Advisor Network will cost an additional 5% ...

Charles Schwab, the country’s largest custodian to registered investment advisors, has made its client referral program to advisors a little more selective as part of an overall effort to “modernize” ...

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 ...

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 ...

WESTLAKE, Texas--(BUSINESS WIRE)-- Schwab Advisor Services today announced the expansion of Schwab Advisor ProDirect™, making the program available to current independent registered investment advisor ...

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) ...