It has been about a month since the last earnings report for The Charles Schwab Corporation (SCHW) . Shares have lost about 9.8% in that time frame, underperforming the S&P 500.But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Charles Schwab due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important ca ...

Key Takeaways LPL Financial's total brokerage and advisory assets rose 1.6% in January to $2.41 trillion.LPLA's advisory assets jumped 43.4% from a year earlier and brokerage assets increased 20.3%.LPL Financial reported $4.2B in organic NNAs and $56.5B in client cash, down 7.4% from the prior month.LPL Financial (LPLA) witnessed a rise in total brokerage and advisory assets in January 2026. The metric was $2.41 trillion, rising 1.6% from the previous month and 32.9% year over year.LPLA’s January Performanc ...

Price changes would be published in daily newspapers, meaning that you are looking at old news and not hearing about day-to-day changes. To buyScott Kaufman, aka Treading Softly, learned about investing firsthand from over a decade of financial sector experience. He is the lead analyst for Dividend Kings providing actionable insight into high quality dividend growing and undervalued opportunities. His focus is to see a bountiful harvest of cash dividends and strong capital gains, providing a robust total re ...

While retail investors continue to “buy every dip” in the broader market, Eisman implies that this strategy may not hold for assets facing structural headwinds and competitive pressures, particularly when valuations offer little cushion against adverse developments.He drew a direct parallel, asserting that “as long as crypto prices keep going down, so will the stock price of Coinbase,” which has already seen a significant year-to-date decline.The sentiment extended to Coinbase, another major player heavily ...

Global financial firms, including Sumitomo Mitsui Banking Corp and Julius Baer Group, are planning to expand in India by setting up global capability centres, according to people familiar with the matter.Japan’s Sumitomo Mitsui and Switzerland’s Julius Baer are joining US-based investment firms Charles Schwab Corp and Vanguard Group in plans to hire at least 1,000 people collectively this year in cities including Chennai and Hyderabad, according to people, asking not to be identified discussing private plan ...

Several international financial groups, including Sumitomo Mitsui Banking Corp. (SMBC) and Julius Baer Group, are preparing to broaden their presence in India by establishing global capability centres (GCCs), reported Bloomberg, citing sources. The two firms are expected to join US investment companies Charles Schwab Corp. and Vanguard Group in a recruitment drive that could total at least 1,000 hires this year across locations such as Chennai and Hyderabad, the sources said. The moves highlight India’s ...

AI-n’t no thang, but a chicken wing. It’s easy for financial planners or wealthtech entrepreneurs to say: “AI is not going to replace human advisors.” However, that was before last week, when the digital-first custodian Altruist launched an AI-powered tool on its Hazel platform. The program’s debut spooked investors, and wealth management stocks took a tumble. Charles Schwab’s stock sank almost 11%, and Morgan Stanley fell nearly 5% last week. Meanwhile, LPL and Ameriprise saw their stocks drop 13% each. ...

Growing up is hard. Wealth management firms brought on two new staff members on average over the past five years but will need four to six more over the next five years to keep up with demand, according Schwab’s latest compensation report. Based on current AUM and revenue trends, the industry as a whole will need to employ more than 70,000 new staff, including both advisors and administrative roles, over the next half-decade. The numbers reflect increasing pressure on advisory firms to bring on new talent ...

Core Insights - Charles Schwab (SCHW) reported total client assets of $12.15 trillion in January 2026, reflecting a 17.6% increase year-over-year and a 2.1% increase sequentially, attributed to market volatility [1][7] - The company's core net new assets (NNA) were $27.8 billion, which is a decrease of 9.2% from January 2025 and a significant drop of 64.9% from December 2025 [1][7] Performance Breakdown - Client assets under ongoing advisory services reached $6.16 trillion, marking an 18.6% increase from the previous year and a 2.3% increase from the prior month [2] - Average interest-earning assets rose to $441.7 billion, up 2.4% year-over-year and 1.3% sequentially [2] - Margin balances increased to $116.3 billion, showing a 40.3% rise from January 2025 and a 3.6% increase from December 2025 [2][7] Account Activity - The company opened 476,000 new brokerage accounts in January 2026, which is a 9.9% increase compared to the same month last year and stable compared to the previous month [3] - Active brokerage accounts totaled 38.7 million at the end of January 2026, up 5.5% year-over-year and slightly from December 2025 [4] - Client banking accounts reached 2.23 million, reflecting a 10.9% increase from January 2025 and a 1.1% increase sequentially [4] - Workplace plan participant accounts rose to 5.79 million, up 6.3% year-over-year and marginally from December 2025 [4] Market Comparison - In the past three months, Schwab shares have gained 2%, while the industry has seen a growth of 4.5% [5]

Hand drops coins into a piggy bank labeled “DIVIDEND,” symbolizing dividend income and ETF growth. Key Points Interest rate cuts and Kevin Warsh’s potential "dovish" Fed leadership are driving income investors away from bonds toward high-yield equities. Popular ETFs like JEPI and SPYI offer massive yields but often lack the long-term share price growth found in other dividend-focused funds. The SCHD and the VIG provide reliable income and capital appreciation, with both outperforming the S&P 500 so far ...