Self-Directed Account Balances Rise in Q4
Average balances increased in the fourth quarter, according to the Charles Schwab report on employees invested in the Schwab Personal...
Tag: self-directed brokerage account
Gender Differences Revealed for Self-Directed Investors
A new survey of pre-retirees and retirees shows disparities between levels of concern for men and women.
Employers Use SDBAs to Give Employees Choice
Self-directed brokerage accounts can also help keep participants in the plan and be an avenue for offering not-so-standard investment options,...
Council Reports Some Concerns About Brokerage Windows
However, it concluded that the costs outweigh the benefits of additional regulations, except in the case of ‘brokerage window only’...
Strong Returns Boost SDBA Balances
A previous Schwab analysis found retirement plan participants in advised self-directed brokerage accounts (SDBAs) displayed a more diversified asset allocation...
Average SDBA Balances Fall to $246,153
Mutual funds held the highest percentage of participant self-directed brokerage account (SDBA) assets, according to Charles Schwab.