Charles Schwab phases out hybrid robo-advisor offering

The company is dropping its premium tier offering but maintaining its stand-alone digital service for clients.
InvestmentNews

As Schwab shutters hybrid robo, Josh Brown declares ‘the robo-advice era is over’

Schwab will discontinue its subscription-based hybrid robo advisor, joining JPMorgan, UBS and U.S. Bank in pulling back from ...
Business Wire

Schwab Investing Themes™ Puts the Power of Personalized Investing in the Hands of Individual Investors

WESTLAKE, Texas--(BUSINESS WIRE)--Charles Schwab today announced the broad availability of Schwab Investing Themes™, a comprehensive thematic investing solution that enables investors to easily ...
Nasdaq

Charles Schwab High Net Worth Client Pulse Survey Finds Affluent Investors Are Continuing to Gift Their Assets Despite Economic Uncertainty

Among High Net Worth clients making gifts in 2025, 25% plan to give more compared to last year. WESTLAKE, Texas--(BUSINESS WIRE)-- Despite a backdrop of market volatility and economic uncertainty ...
Nasdaq

Schwab Seeks to Win Retail Investors by Expanding Branch Network

Charles Schwab SCHW is doubling down on its physical presence at a time when the majority of the wealth management industry is focusing more on digital-first solutions. The Westlake, TX-based ...

How Charles Schwab is 'crushing it' with young investors

Exclusive: Top lawyer for military joint chiefs told chairman that officers should retire if faced with an unlawful order US ...