Charles R. Schwab

Paul Eppen — Noted B2B and B2C Chief Marketing Officer — Joins the Team at Chief Outsiders

Retrieved on: 
Tuesday, October 18, 2022

BIRMINGHAM, AL, Oct. 18, 2022 (GLOBE NEWSWIRE) -- Paul Eppen has joined Chief Outsiders team of battle-tested Chief Marketing Officers (CMOs), ready to accept client engagements with mid-market businesses that seek the key to unlocking growth and accelerating positive results.

Key Points: 
  • BIRMINGHAM, AL, Oct. 18, 2022 (GLOBE NEWSWIRE) -- Paul Eppen has joined Chief Outsiders team of battle-tested Chief Marketing Officers (CMOs), ready to accept client engagements with mid-market businesses that seek the key to unlocking growth and accelerating positive results.
  • Today, Eppen is one of more than 120 strategic operators and advisors who are available for engagements through Chief Outsiders.
  • Prior to joining Chief Outsiders, Eppen served as President and Owner of a mid-sized strategic marketing firm that served a broad and diverse group of industries.
  • For additional information about the companies who trust Chief Outsiders as their premier source for business growth acceleration, click here .

SEARCH ENGINE FREESPOKE, BACKED BY NOTED BUSINESSMAN, CHALLENGES GOOGLE

Retrieved on: 
Tuesday, July 12, 2022

CHICAGO, July 12, 2022 /PRNewswire/ -- Todd Ricketts, co-owner of MLB's Chicago Cubs, is challenging Big Tech's stronghold on access to information by launching Freespoke, a search engine delivering users unbiased, uncensored media while ensuring they are not tracked and their information is not sold—something Google and others will not do. Freespoke.com and the Freespoke app provide real-time quality search results and news stories from various viewpoints, empowering the user. News reports on Freespoke are never suppressed or removed, but Freespoke users—dubbed "Freefolk"—have the power to see the whole picture.

Key Points: 
  • Freespoke.com and the Freespoke app provide real-time quality search results and news stories from various viewpoints, empowering the user.
  • News reports on Freespoke are never suppressed or removed, but Freespoke usersdubbed "Freefolk"have the power to see the whole picture.
  • "We are committed to serving the latest news and search results without bias or censorship," stated Freespoke CEO Mr. Ricketts.
  • Freespoke is a technology company, providing an unbiased digital platform serving as a search engine and news aggregator without suppression, cancellation of stories, or digital tracking of users.

Halo Investing Adds Founder & Managing Partner of Tiburon Strategic Advisors and Tiburon CEO Summits To Advisory Board

Retrieved on: 
Monday, June 6, 2022

CHICAGO, June 6, 2022 /PRNewswire-PRWeb/ -- Halo Investing, Inc. (Halo), the award-winning technology platform, is proud to announce that Charles "Chip" Roame, Founder & Managing Partner of Tiburon Strategic Advisors and Tiburon CEO Summits (Tiburon) has joined Halo's Advisory Board. Halo provides financial advisors and investors with easy access to structured notes, market-linked CDs, buffered ETFs, and annuities, as well as a suite of tools to educate, analyze, and customize protective investment products to suit their unique portfolio needs.

Key Points: 
  • CHICAGO, June 6, 2022 /PRNewswire-PRWeb/ -- Halo Investing, Inc. (Halo), the award-winning technology platform, is proud to announce that Charles "Chip" Roame, Founder & Managing Partner of Tiburon Strategic Advisors and Tiburon CEO Summits (Tiburon) has joined Halo's Advisory Board.
  • He is a leading advisor to CEOs, senior executives, and boards of directors in the wealth and investment management world.
  • He serves on the advisory board of Paanini, on the mutual fund board of Buckingham Strategic Partners' SA and also formerly served as Vice Chairman of Envestnet (NYSE: ENV).
  • Sentinus-Halo Securities LLC is affiliated with Halo Investing Insurance Services and Halo Investing.

AEGIS SEF Appoints Bruce Aust and Jason Lish to Board of Directors

Retrieved on: 
Thursday, September 23, 2021

AEGIS SEF LLC, the swap execution facility (SEF) subsidiary of AEGIS Hedging Solutions, announced today that it has appointed Bruce Aust, former Vice Chairman of NASDAQ, and Jason Lish, Chief Security Officer of Lumen Corporation, to its Board of Directors.

Key Points: 
  • AEGIS SEF LLC, the swap execution facility (SEF) subsidiary of AEGIS Hedging Solutions, announced today that it has appointed Bruce Aust, former Vice Chairman of NASDAQ, and Jason Lish, Chief Security Officer of Lumen Corporation, to its Board of Directors.
  • Mr. Aust also spent twelve years at Fidelity Investments in numerous roles within their retail brokerage unit from 1986 to 1998.
  • We understand the value of outside perspectives in creating a fair and efficient marketplace for bilateral derivatives and are honored to have world-class leaders like Bruce and Jason join our Board, said AEGIS SEF President Justin McCrann.
  • AEGIS SEF LLC, a subsidiary of AEGIS Hedging Solutions, will facilitate the negotiation and execution of bilateral swap contracts for market participants.

Schwab Asset Management Solutions Recognized by Pensions & Investments as a Best Place to Work in Money Management

Retrieved on: 
Monday, December 14, 2020

Schwab Asset Management Solutions (SAMS), the asset management arm of The Charles Schwab Corporation, announced that it has been named to Pensions & Investments annual list of the Best Places to Work in Money Management.

Key Points: 
  • Schwab Asset Management Solutions (SAMS), the asset management arm of The Charles Schwab Corporation, announced that it has been named to Pensions & Investments annual list of the Best Places to Work in Money Management.
  • Presented by Pensions & Investments, the global news source of money management, the ninth-annual survey and recognition program is dedicated to identifying and recognizing the best employers in the money management industry.
  • Schwab Asset Management Solutions (SAMS) is comprised of Charles Schwab Investment Management, Inc., Charles Schwab Investment Advisory, Inc. and the Charles Schwab & Co., Inc. business groups Asset Management Client Solutions and the Schwab Center for Financial Research.
  • Charles Schwab Investment Management, Inc., Charles Schwab Investment Advisory, Inc., and Charles Schwab & Co., Inc, are separate but affiliated companies and wholly owned subsidiaries of The Charles Schwab Corporation.

Schwab Survey: Employees With Company Stock Plans Welcome More Financial Advice as COVID-19 Drives Participants to Exercise or Sell Shares

Retrieved on: 
Tuesday, October 20, 2020

New research from Schwab Stock Plan Services shows the impact of the COVID-19 pandemic on equity compensation plan participants decisions.

Key Points: 
  • New research from Schwab Stock Plan Services shows the impact of the COVID-19 pandemic on equity compensation plan participants decisions.
  • This online survey of equity compensation participants was conducted by Logica Research for Schwab Stock Plan Services .
  • Survey respondents were not asked to indicate whether they had equity compensation accounts with Schwab Stock Plan Services.
  • Schwab Stock Plan Services provides equity compensation plan services and other financial services to corporations and employees through Charles Schwab & Co., Inc. (Schwab).

Schwab Report: Self-Directed 401(k) Balances Rebound in Q2, Up 13% Quarter-Over-Quarter

Retrieved on: 
Wednesday, August 19, 2020

Mutual funds continue to hold a majority of participant assets (33%), followed by equities (30%), ETFs (18%), cash (17%), and fixed income (2%).

Key Points: 
  • Mutual funds continue to hold a majority of participant assets (33%), followed by equities (30%), ETFs (18%), cash (17%), and fixed income (2%).
  • Equities: Information technology remained the largest equity sector holding at 30%, up from 29% in Q1 2020.
  • Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides banking and lending services and products.
  • Schwab Personal Choice Retirement Account (PCRA) is offered through Charles Schwab & Co., Inc. (member SIPC), the registered broker/dealer, which also provides other brokerage and custody services to its customers.

Schwab Announces Action on Google Integration

Retrieved on: 
Tuesday, July 7, 2020

Today Schwab announced an integration with Google, enabling Google Assistant users to easily and securely access certain Schwab account and portfolio updates across multiple devices through voice-enabled technology.

Key Points: 
  • Today Schwab announced an integration with Google, enabling Google Assistant users to easily and securely access certain Schwab account and portfolio updates across multiple devices through voice-enabled technology.
  • To enable Schwabs Action on Google, Schwab clients are guided through a quick, simple configuration process.
  • Schwabs Action on Google allows Schwab clients to:
    Track portfolio performance With a simple request such as, Hey Google, check my Charles Schwab portfolio, clients can get real-time updates on how their portfolio is performing
    Review account information Ask Google for updates around any linked Schwab account or account type with a prompt such as, Hey Google, how are my Schwab retirement accounts doing?
  • Its broker-dealer subsidiary, Charles Schwab & Co., Inc. ( member SIPC ), offers investment services and products, including Schwab brokerage accounts.

Schwab Completes Asset Acquisition of USAA’s Investment Management Company

Retrieved on: 
Tuesday, May 26, 2020

The Charles Schwab Corporation announced today that it has completed its acquisition of the assets of USAAs Investment Management Company and has transitioned the underlying brokerage and managed portfolio accounts to Schwab.

Key Points: 
  • The Charles Schwab Corporation announced today that it has completed its acquisition of the assets of USAAs Investment Management Company and has transitioned the underlying brokerage and managed portfolio accounts to Schwab.
  • As announced in July 2019, the companies have also entered into a long-term referral agreement that makes Schwab the exclusive provider of wealth management and investment brokerage services for USAA members.
  • It also provides Schwab an opportunity to serve USAA members as their exclusive provider of wealth management and investment brokerage services, through the long-term referral agreement.
  • Through its operating subsidiaries, the company provides a full range of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services to individual investors and independent investment advisors.

Introducing Schwab Stock Slices™ – Designed to Make Investing Easier and More Accessible

Retrieved on: 
Tuesday, May 5, 2020

With the introduction of Schwab Stock Slices were leveling the playing field across all retail channels that clients can trade stocks, they can now buy slices of stock.

Key Points: 
  • With the introduction of Schwab Stock Slices were leveling the playing field across all retail channels that clients can trade stocks, they can now buy slices of stock.
  • Schwab Stock Slices will give investors the ability to sort and search companies by ticker, company name and sector.
  • Because Schwab custodial accounts are eligible, investors can use Schwab Stock Slices to get their children or grandchildren engaged with investing in an accessible and educational way.
  • Schwab Stock Slices is not intended to be investment advice or a recommendation of any stock.