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Registered Rep. September 14, 2009 Brooke Southall	Notes from Schwab's IMPACT Conference Schwab's annual IMPACT conference for its affiliated RIA's opened yesterday evening with CEOs from BlackRock and PIMCO agreeing that the market is recovering.
Investment Advisor August 2009 James J. Green	Schwab Cuts Costs for Its Advisors Charles Schwab Advisor Services announced a series of moves that will have the net effect of reducing costs to the RIAs that custody with Schwab.
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.
BusinessWeek November 26, 2007 Mara Der Hovanesian	Why Not Larry Fink Laurence D. Fink foresaw the mortgage crisis and was a contender to succeed Stan O'Neal. Then Merrill passed him over.
The Motley Fool September 15, 2008 Morgan Housel	Black Sunday on Wall Street This weekend will go down as one of the most spectacular unravelings in financial history.
Registered Rep. November 4, 2011 Jerry Gleeson	Chuck Talks at Impact: Obama Not the Right Leader The U.S. economy is poised for improvement, but a change in national leadership is key, Charles Schwab told an auditorium of financial advisors at San Francisco's Moscone Center.
Registered Rep. November 5, 2007 Christina Mucciolo	Fink offered O'Neal's post The Board of Directors of Merrill Lynch has offered the position of CEO and Chairman to BlackRock's Chairman and founder Larry Fink, according to CNBC.
The Motley Fool September 15, 2008 Andrew Sullivan	Why Lehman's Failure Is the Best Outcome As painful as it is, as painful as it will be, the fact that both the government and the financial industry let Lehman fail is ultimately a sign of confidence in our financial markets.
Registered Rep. August 26, 2011 Jerry Gleeson	Schwab Apologizes Over Sales Pitch to Advisor Clients Schwab found itself apologizing for violating its own policy of pitching portfolio products to retirement plan sponsors who were clients of retail financial advisors and turnkey asset management programs that have custodial relations with the firm.
Registered Rep. July 5, 2011 Jerry Gleeson	Schwab Finds RIAs Posted Record 2010 Revenue, AUM Average profits surged 45 percent last year among registered investment advisors surveyed, but don't look for a repeat of this year.
Investment Advisor April 25, 2011 James J. Green	Why the IA 25 Is Important and Instructive "Get used to the government being your partner." For good or ill, that is certainly the case for the foreseeable future
The Motley Fool June 11, 2009 Jennifer Schonberger	How to Invest Using the "New" Buy and Hold An interview with PIMCO CEO Mohamed El-Erian.
Financial Advisor November 2008 Bruce W. Fraser	Clearings Fairly Smooth Despite recent market turmoil -- spurred by the collapse of several storied financial institutions and plummeting stock values -- clearing venues for trades from financial advisors have been functioning fairly smoothly.
InternetNews September 15, 2008 Paul Shread	Stocks Plummet on Historic Wall Street Shakeup In a single day, half of Wall Street's major independent brokers disappeared - along with a whole lot of stock market capitalization.
Investment Advisor May 1, 2011 Kathleen McBride	UBS to Pay FINRA Fine and Restitution to Investors in Lehman PPNs Bank BD to pay over $10 million in fines for omissions and misleading investors
BusinessWeek December 9, 2010 Kolhatkar & Bhaktavatsalam	The Colossus of Wall Street Bestride the bond and equity markets, counseling the Treasury and the Fed, BlackRock CEO Larry Fink is the most influential man you've never heard of.
Investment Advisor December 2005 James J. Green	Talk to Chuck Schwab the company began as a transaction service, then moved into mutual funds, but Schwab the man believes his greatest legacy was his ability to democratize investing, and to support the notion that people could get their advice from someone who did not have a conflict of interest.
Registered Rep. December 1, 2005 Kevin Burke	Schwab Advisors Too Independent? Charles Schwab was slapped with a $1 million fine for failing to protect customer assets from a check-kiting scam engineered by its affiliated-but-independent registered investment advisors.
The Motley Fool April 1, 2010 Morgan Housel	Lehman Brothers' Bankruptcy: The Greatest Hits An in-depth look at the largest bankruptcy in history.
The Motley Fool September 15, 2008 Brian Richards	Roundtable: Why You Should Care That Lehman Went Bust Lehman Brothers will soon be no more. Merrill Lynch is being acquired by Bank of America. And AIG is desperately trying to shore up its capital. These events are, without exaggeration, the biggest Wall Street headlines in a decade.
Registered Rep. August 25, 2010 Halah Touryalai	Better Economic Times Ahead? Your Clients Don't Think So. Advisors seem more optimistic about the economy than their own clients, according to a recent survey.
Financial Advisor January 2004 Dorothy Hinchcliff	Custodians Are Knocking More custody players have been clamoring for the business of registered investment advisors, and that trend will continue this year, say two well-known research firms for financial institutions and investment managers.
The Motley Fool June 2, 2010 Jennifer Schonberger	PIMCO's CEO: Stay on the Sidelines Now Mohamed El-Erian, CEO and co-chief investment officer of Pacific Investment Management Company, the world's largest bond fund manager, says stay on the sidelines until we learn more about the European situation.
Financial Planning August 1, 2010 Joel P. Bruckenstein	Waiting for "Intelligent Integration" This spring, Schwab Advisor Services announced the launch of "Project C"-an ambitious technology initiative designed to deliver high-quality, integrated solutions to advisors.
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.
Financial Advisor October 2006 Thomas M. Kostigen	Discrimination, Or Keeping It Simple? Schwab boots funds that have cheaper share classes elsewhere.
Registered Rep. October 1, 2004 John Kador	Cultures In Conflict When Schwab's then CEO David Pottruck decided to purchase U.S. Trust to help service clients, he probably did not give enough consideration to the intangibles involved -- like customer loyalty, corporate culture and historical identity.
Investment Advisor December 2007 James J. Green	Business-Like Schwab Party The Annual Schwab Impact show features straight talk, new tools for advisors, and rock and roll.
The Motley Fool December 13, 2007 Matt Koppenheffer	Feelin' All Right at Lehman All in all, stakeholders in Lehman Brothers should be pretty pleased with the way the firm has held up during the market turmoil. Lehman may be quietly doing a lot of things right.
The Motley Fool March 15, 2011 Dan Caplinger	Are These ETFs Truly the Best? Schwab unveils its select list of ETFs.
The Motley Fool December 29, 2009 Jennifer Schonberger	Don't Get Used to Good Times PIMCO's Mohamed El-Erian on what to expect from the market in 2010.
The Motley Fool July 26, 2004 Roger Nusbaum	How to Fix Schwab A former employee offers advice on how to fix the former financial powerhouse.
The Motley Fool June 27, 2007 Tom Taulli	BlackRock Sees Green in Hedge Funds BlackRock is ramping up its alternative investment business. The company will purchase the fund-of-hedge-funds business of Quellos Group for $1.7 billion.
Registered Rep. April 15, 2011 Jerry Gleeson	Trading, Fees Lift Schwab Profits Higher Continued growth in client trading and fees helped drive profits at Charles Schwab Corp. to higher-than-expected levels for the first quarter.
The Motley Fool July 3, 2008 Alex Dumortier	Christmas Comes Early at Lehman Lehman Brothers decides to award its employees with a down payment on their 2008 bonus, paid in Lehman shares.
Registered Rep. September 14, 2009 Brooke Southall	The Top 10 Things to Know on the Eve of Schwab IMPACT Though IMPACT events are similar from year to year, Schwab makes efforts to freshen them up. Here are some things to know headed in to Schwab's conference.
The Motley Fool September 15, 2008 Alex Dumortier	B of A Marries Merrill, Leaves Lehman We went into the weekend thinking Bank of America might rescue Lehman Brothers. In a twist that demonstrates how fluid the current environment is, now Lehman is out, with B of A announcing it will acquire Merrill Lynch in an all-stock deal.
The Motley Fool August 18, 2008 Alex Dumortier	Lehman's $40 Billion Garage Sale According to a Financial Times report, the troubled broker-dealer is in talks to sell $40 billion in mortgage and real estate assets.
Financial Planning April 1, 2006 Pamela Black	Industry notes: Schwab Awards The awards seek to hold out what really is excellent to the entire financial planning industry so firms can learn what the best of best are doing. It's a unique opportunity to highlight what these firms are like.
Investment Advisor February 2007 James J. Green	Schwab to Bankroll Breakaway Brokers With advisor assets at $500 billion, the custodian will offer financing to big brokers going independent.
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.
Registered Rep. April 30, 2009 Christina Mucciolo	Schwab Says It's Going On Offense -- As If It Weren't Already The company is preparing to go on the "offense" to gain market share -- both in terms of winning client assets and recruiting breakaway brokers.
Investment Advisor December 2006 James J. Green	The Conference Season The fall is conference season for investment advisors and financial planners, marked this year by two of the biggest annual gatherings held just weeks apart -- The Financial Planning Association's meeting followed by Schwab Institutional's Impact show.
The Motley Fool September 16, 2010 Andrew Bond	This BlackRock Is Shining The asset manager sits in the financial industry's sweet spot.
Financial Planning November 1, 2010 Marion Asnes	The Influencers Please join me in a heartfelt congratulations to all of our 2010 Financial Planning Influencer Award winners. We hope to award you next year.
On Wall Street September 1, 2010 Aarti N. Maharaj	Five Questions With Amy Strong Joining Financial Research Corp. as a research analyst in 2007, she examines the state of the industry and marketing effectiveness.
Registered Rep. October 2, 2006 Kevin Burke	Merrill Hands Over Mutual Fund Reins to BlackRock BlackRock, the nation's third-largest bond fund manager, said it has completed its takeover of the asset-management arm of Merrill Lynch; the union is one of the world's largest asset managers.
Financial Planning March 1, 2011 Donna Mitchell	Hot Topics M&A activity peaked in 2010... Advisors in touch... Untapped business serving retiring boomers...
Investment Advisor April 2010 Mark Tibergien	Formulas for Success: What Are You Known For? As competition for new business heats up, how will prospects notice you?
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.