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Wired April 2000	New Money Debt Goes (R)etail... Night Light for Investors... Split Personality... Swing Your Partner!...
The Motley Fool December 7, 2006 Elliott Orsillo	Fun With Charitable Gift Funds One option for giving to charity, which is available to many of us, is to donate stock. Donating stock rather than giving cash can have significant tax advantages.
Registered Rep. June 1, 2005 Feffer & Ambrosio	What a Difference a Decade Makes Today, suffering a price war, reduced trading and overcapacity, online brokerages are consolidating, and flesh-and-blood financial advisors seem to have recovered. Which is why online brokerages are acting more like traditional financial companies.
Knowledge@Wharton August 13, 2003	Hurt by Hard Times, Financial Services Firms Seek New Directions Given the volatile events that rocked the financial world over the past decade, one wonders what the next 10 years hold for the financial services industry.
BusinessWeek May 27, 2010 Betsy Morris	Chuck Schwab Is Worried About Small Investors. Should We Worry Too? "People are still in a state of fear," says the father of individual investing. "And with good reason." Schwab believes it is crucial for the little guy to stay invested. And his business depends on it
BusinessWeek July 16, 2009 Farzad & Palmeri	Should Charles R. Schwab Aim Higher? Some say the conservative brokerage firm Charles R. Schwab should be more aggressive as rivals such as E*Trade Financial founder.
Registered Rep. November 30, 2010 John Aidan Byrne	Report: Merrill Edge Threatens Online and Regional Brokers, Not Its Own FAs A new report by research firm Aite Group this week, sees Bank of America Merrill Lynch's recently expanded online brokerage business -- as a serious challenge to the online business of powerhouses such as Charles Schwab and Fidelity Investments.
The Motley Fool January 10, 2006	Compare Brokerages and Find the Best for You Here are some things you should consider when comparing brokerages and choosing one.
The Motley Fool May 11, 2011 John Rosevear	This Investing Decision Can Cost You Big Choosing the wrong brokerage can be a costly mistake.
Registered Rep. May 15, 2003 Ross Tucker	Feeling the Flow Net asset flow figures among the nation's top firms indicate that Charles Schwab is leading in the race to add new assets.
Investment Advisor December 2007 Kathleen M. McBride	Give, Wisely Led by the Fidelity, Vanguard, and Schwab juggernauts, donor advised funds are glowing and growing. Clients and advisors may find funding a DAF account easier than they realized.
The Motley Fool February 4, 2010 John Rosevear	Your Path to Wealth Just Got Simpler The brokerage price war is a boon for retirement investors.
Registered Rep. January 18, 2011 Jerry Gleeson	Record Generosity at Schwab, Fidelity Giving Accounts Double-digit market returns in 2010 helped boost Americans' charitable spirit, with top donor advised funds reporting new records in charitable contributions.
The Motley Fool October 16, 2008 Alex Dumortier	Schwab Offers Nice Numbers, but Is It a Buy? Chuck shows them how it's done.
The Motley Fool August 8, 2006 Selena Maranjian	Business Booming for Brokerages There's another way to make money off brokerages -- by investing in them. In recent months, business has been brisk at many brokerages, judging by quarterly reports.
The Motley Fool December 11, 2007 Selena Maranjian	Brokerages and Your Cost Basis Does your brokerage track your cost basis for you? Should it?
Registered Rep. October 1, 2005 John Kador	Schwab Does It Again Charles Schwab, the pioneering discount broker who was slammed by the tech wreck and suffered through protracted management struggles in the past two years, is beating the wirehouses at their own game.
The Motley Fool June 3, 2004 Nathan Slaughter	Reinventing Schwab Though Charles Schwab is still the nation's largest discount broker, competition and a changing landscape have forced it to evolve.
BusinessWeek April 18, 2005 Aaron Pressman	The Busiest Broker On Earth Fidelity's Internet operation has turned up the pressure on Schwab and other rivals.
The Motley Fool June 24, 2010 Rick Aristotle Munarriz	You're Too Late, Merrill Bank of America's Merrill Lynch is diving into the online discount brokerage game, maybe too late.
The Motley Fool January 27, 2004 Rick Aristotle Munarriz	Don't Get Blindsided by Your Broker We put 10 discount brokers to the test. Find your match made in cyberspace.
Financial Planning October 1, 2005 Jay Quinn	Please Give Generously There are many benefits to clients when giving is incorporated into their overall financial plan, from reducing current income and estate taxes to helping to provide for retirement income. Here's what advisers need to know.
The Motley Fool July 20, 2004 Nathan Slaughter	A New Day at Schwab Charles Schwab CEO David Pottruck is forced to resign amid poor second-quarter earnings.
Registered Rep. October 1, 2002	Warm Bodies Brokerages ranked by number of reps.
The Motley Fool December 8, 2006	Questions to Ask Your Broker Here is some good advice regarding questions you might want to ask your broker before handing over your hard-earned cash. Make sure you get the right answers before you start investing.
The Motley Fool November 21, 2006	How to Open a Brokerage Account Before you buy stocks, you have to figure out how you'll buy them.
Registered Rep. May 26, 2004 John Churchill	Schwab to Slash Price for Online Trades The pricing move is widely seen as a bid to attract more business, but investors fear the move may have a negative impact on revenues.
The Motley Fool August 16, 2004 Steven Mallas	Will Schwab Reward Patience? The company saw an improvement in its trades, but will this market be kind to the brokerages?
Registered Rep. January 21, 2010 Christina Mucciolo	Fidelity Cedes Top "Distributor" Spot to Schwab In Client Survey Affluent investors rated Charles Schwab the number one "distributor" or brokerage firm, bumping Fidelity into second place, according to Cogent Research's recently released 2010 Investor Brandscape report.
BusinessWeek June 7, 2004 Lee & Young	Is Schwab's Latest Come-On Enough? Brokerage firm Charles Schwab & Co. is slashing commissions in a bid to win over the high-net-worth clients it so badly needs.
BusinessWeek May 17, 2004 Carol Cropper	Choosing An Online Broker The majority of the most popular places to trade via the Internet have instituted a multitude of service levels and fees. The amount you pay to play often depends on which level you qualify for.
The Motley Fool January 16, 2009 Rick Aristotle Munarriz	The Brokers You Can Rely On Schwab waves the discounter flag as full-service outfits surrender.
The Motley Fool October 23, 2006 Alex Dumortier	Merrill Brings Home the Bacon The firm's solid third-quarter performance comes as no surprise to investors.
The Motley Fool February 28, 2006 Selena Maranjian	Brokerages Misbehaving The SEC has gotten an earful about brokerages upsetting customers. Investors, the more you know about the stock market and how brokerages and brokers work, the better off you'll likely be.
The Motley Fool December 21, 2007 Rick Aristotle Munarriz	ETrade Wants You Back With defections apparently starting to stabilize at the beleaguered discount broker, ETrade launches what it calls "an aggressive customer win-back campaign."
Registered Rep. May 4, 2011 Jerry Gleeson	Complex Assets Find a Place in HNW Donor Strategies Affluent households with philanthropic inclinations are giving more than just cash these days.
Registered Rep. April 15, 2011 Kristen French	Merrill Earnings Strongest Since Bank of America Takeover Bank of America's Global Wealth and Investment Management division, which includes Merrill Lynch, reported its highest earnings since Bank of America's takeover of Merrill in late 2008, as asset management and brokerage fees rose.
Registered Rep. June 1, 2005 Kristen French	Fido Attacks! Long a distant second to Charles Schwab in the lucrative business of serving financial advisors, Fidelity is making an aggressive push to close that gap. And some advisors are taking notice.
Registered Rep. November 6, 2012 John Aidan Byrne	DIY Platforms Are Gaining the Mass Affluent Pressure to serve only the wealthiest, wirehouses are ceding the mass affluent to the independent, DIY brokerage platforms. Indeed, "direct" brokerages are beginning to offer more advice.
The Motley Fool November 14, 2006 Selena Maranjian	How Steep Are Some Brokerage Fees? Investors, make sure you do your homework before you choose a broker.
Investment Advisor September 2009 James J. Green	Catching Up With: Kim Wright-Violich Schwab Charitable has expanded the underlying investment options in its Charitable Gifts Accounts and introduced a new online advice tool.
Registered Rep. November 9, 2010 Jerry Gleeson	Feeling Poorer, HNW Gifting Dropped in 2009: Survey Says Bah, humbug. The latest study of charitable giving among America's high-net-worth households shows a marked decline in generosity.
Registered Rep. June 1, 2006 Kevin Burke	Schwab's Secret Success With more and more brokers going independent these days and open architecture on the rise, Schwab may very well bridge the gap between industry behemoths like Vanguard and Fidelity sooner than you think.
Registered Rep. July 16, 2010 Jerry Gleeson	A Mixed Second Quarter for Merrill, Schwab Second-quarter earnings results posted today by Merrill Lynch and Charles Schwab Corp. offered a mixed picture to financial advisors hoping for a stronger recovery.
The Motley Fool July 19, 2006 Selena Maranjian	Find the Right Broker When it comes to handling your investments, one size doesn't fit all. Shop around.
The Motley Fool August 16, 2005	How to Open a Brokerage Account Investing is easy, and it can get you started on a path to financial security.
Registered Rep. July 1, 2003 David A. Gaffen	Is it Safe Yet? Does the phone ring with a sweeter tone? Is the workday flying by? Do clients smile at you when you bump into them at restaurants? Has perhaps the market found its bottom and have clients recovered their nerve? Is it safe to go back to business as usual?
The Motley Fool October 20, 2008 John Rosevear	The Right Broker for Right Now Many who trusted a professional to guide them through the ups and downs of the markets are opening their statements or logging in now and seeing huge losses -- half or more of their portfolios, in many cases. So who is the right broker for now?
Knowledge@Wharton	Is That a $100 Bill Lying on the Ground? Two Views of Market Efficiency In early October, Daniel Kahneman and Vernon Smith won the Nobel Prize in Economic Sciences for their research, conducted independently, into how individuals make economic decisions. The two discovered that investors are not systematically rational, as traditional economic theory asserts.
Registered Rep. February 8, 2004 Will Leitch	IT Spending Expected To Rise in 2004 A new study asserts that Wall St. firms are ready to address one of reps' most common complaints in recent years: the lack of resources devoted to internal infrastructure, especially technology.