For July 2025, Charles Schwab SCHW recorded an increase in client assets. Total client assets at month end were $10.96 trillion, up 15% from July 2024 and 2% from June 2025. Client assets receiving ...

Shares of Charles Schwab SCHW gained 1.1% following the release of its monthly activity report for April 2025. The company’s total client assets were $9.89 trillion, up 12% from April 2024 and stable ...

Stifel Financial's (NYSE:SF) total clients assets rose 2% M/M and 15% Y/Y to $489.2B at the end of August, driven by solid recruiting and market gains, it said on Thursday. Likewise, fee-based client ...

For years, accounting firms have relied heavily on email communication to inform their clients about complex topics such as new legislation, tax updates and regulatory changes. However, the ...

Global marketing experience company Quad, which includes creative agency Betty and media agency Rise, has appointed Courtney Ballantini as senior vice president and head of client experience at Rise.