RIA Benchmarking Study shows 97% client retention over a decade, but the industry may face a talent bottleneck with 70,000 new hires needed in five years to match growth.

Price Targets: Analysts provide insights into price targets, offering estimates for the future value of Charles Schwab's stock. This comparison reveals trends in analysts' expectations over time.

Key Takeaways The average 401 (k) balance for 50-year-olds provides a helpful benchmark for retirement planning, but the numbers vary by plan provider.

Pacific Heights Asset Management boldly increased its stake in Charles Schwab by acquiring 78,000 additional shares, marking a 71% jump in its holdings. This brings their total ownership to 188,000 ...

The average self-directed brokerage account within workplace 401(k)s finished at $335,857, down 4.7% from Q4 in 2024, according to Charles Schwab’s SDBA Indicators Report.

The Charles Schwab Corporation announced that it has received the results of the Federal Reserve’s 2025 Comprehensive Capital Analysis and Review.

Thinking about changing jobs? New data reveals that many employees leave money in old 401(k) plans, often unaware of the fees that could deplete their savings over time.

The private equity industry wants to get into your 401(k). The industry is lobbying the Trump administration to issue an executive order that would open the way for retirement plans to add private ...

We see this happen slightly in the median 401 (k) balance column when going from the 55-to-64 age group ($95,642 median balance) to the 65+ age group ($95,425 median balance).

President Donald Trump is considering an executive order to open retirement plans up to private equity and alternative investments. Here are a few key considerations.

Is your 401 (k) about to get too risky? The Labor Department is now officially neutral on whether companies should allow cryptocurrency in 401 (k) plans, and, in general, the government is in ...

First, the positive: The average 401 (k) balance among nearly 5 million accounts in Vanguard’s data set was $148,153, up over 9% from the year before.