self-directed brokerage accounts Archives

Investing | August 30th, 2022

According to a Charles Schwab report, average balances across all self-directed brokerage accounts finished 19% lower than a year ago.

Investing | August 31st, 2021

Most participant assets were held in equities, followed by mutual funds.

Investing | August 2nd, 2021

Self-directed brokerage accounts could be the answer for meeting participants’ ESG investing desires and maybe guaranteed lifetime income needs.

Compliance | July 12th, 2021

Brokerage windows are useful tools to meet specific participants’ investing needs and the DOL should make it easier, not harder,...

Investing | April 8th, 2021

Self-directed brokerage accounts offer a multitude of options to the hands-on investor, but there are pros and cons of allowing...

Investing | June 22nd, 2020

The average Charles Schwab self-directed brokerage account balance was down 14% from the end of 2019, and those participants who...

Investing | December 20th, 2019

They also have a larger portion of their portfolios in cash than other generations, according to Charles Schwab.

Investing | September 24th, 2019

A report from Schwab found self-directed brokerage accounts can result in good outcomes, but a brokerage window is not for...

Investing | September 28th, 2018

A Charles Schwab self-directed brokerage account (SDBA) report found that Gen Xers and Baby Boomers allocated less to their exchange-traded...

Participants | June 1st, 2018

Retirement plan participants in advised SDBAs displayed a more diversified asset allocation mix and had a lower concentration of assets...

Products | April 25th, 2018

In addition to a new retirement readiness tool that offers an aggregate picture of retirement savings, Vanguard has partnered with...

Compliance | October 2nd, 2017

The court basically decided Fidelity was not the fiduciary responsible for choosing to provide the advice and SDBA offerings to...

Tag: self-directed brokerage accounts