Charles Schwab Corp. recently completed the migration of the final group of TD Ameritrade clients—encompassing 1.8 million clients.
Bridgewater Associates CEO Nir Bar Dea warned investors of becoming too overconfident in their positions as geopolitical risks impact world markets.
Powell said his confidence that inflation will keep cooling is not as high as when the year started. Patience will be needed before rates are lowered.
Wells Fargo has successfully resolved a legal dispute with a financial advisor regarding recruitment incentives. The advisor owes them $4.2 million.