The stock market is a long game, not a guessing game. That's according to Charles Schwab (SCHW) CEO Rick Wurster, who repeated the adage "it's about time in the market, as opposed to timing the market" on Yahoo Finance's Opening Bid. Wurster explained that clients often call asking if now is the moment to cash out after the market's relentless climb. In most cases, he pushes back on the urge to jump in and out of stocks. "The hard part about timing the market is you've got to be right twice," he said. " ...

Can’t we all just get along? Dynasty Financial Partners announced a minority stake in a massive new RIA with $129 billion in client assets that recently broke away from Merrill Lynch. It’s one of the largest deals in recent memory and will add some 160 financial advisors to the Dynasty platform, according to a Form ADV. It’s the latest example of the breakaway movement that has lured thousands of advisors and advisory teams away from wirehouses and into the independent channel. The blockbuster move has a ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. (Bloomberg) -- Charles Schwab Corp. would like to give its retail investors more opportunities to take stakes in private companies as a growing number of firms become industry giants before going public, Chief Executive Officer Rick Wurster said. “There’s a lot more private companies today than there used to be, and fewer public companies, and so I do think it makes sense to think about providin ...

All right, let's welcome in one of our favorite guests right now. That is Lzanne Saunders, chief investment officer at Charles Schwab. Lisanne, I'm so glad you're here today.Did you hear the conversation we just had with Dan Isles. >> Um, the latter part of it. >> Okay.Basically, the idea that AI is great. We love all the spend. But what were to happen if something were to happen.And I just want to be on the record saying to our viewers, we've had moments in history that we live through where everything see ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Merrill Lynch is accusing Dynasty Financial Partners, Charles Schwab and a host of former advisors of running a “premeditated corporate raid” by luring a large, institutional-focused team out of the wirehouse to form a $129 billion RIA. In the suit filed Tuesday afternoon in Georgia federal court, Merrill accused numerous principals of the wirehouse’s Atlanta-based Global Corporate and Institution ...

Merrill Lynch filed a lawsuit against Charles Schwab, Dynasty Financial Partners, and a group of former Merrill Lynch financial advisors that oversaw $129 billion in assets, accusing the defendants of conspiring to "poach†its business, advisors, and support staff. ...

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Rick Wurster, CEO at Charles Schwab, discusses the firm's increased trading activity, customer interest in bonds, engaging younger investors, and expanding opportunities for retail investors to take stakes in private companies. ...

live. It's time now for the big picture. Let's welcome in Kevin Gordon, senior investment strategist over at Charles Schwab.Good morning to you, Kevin. Thank you so much for joining us. You make the argument that the stock market is the next big economic driver.Talk us through that. Yeah. So the data that we got uh through the second quarter of the year from the Fed just shows that when you look at household exposure, US household exposure to financial assets and in particular the stock market, um it reache ...

Right now, we've got a high quality problem. The average is making record high after record high after huge rallies. Where is it safe to put new money to work in this market.Now, you can still find relatively inexpensive stocks if you know where to look. This weekend, we ran a screen searching for S&P 500 stocks with above average growth and below average price during multiples. At the moment, the S&P in the aggregate is expected to put up 12.5% earnings growth next year, and it sells for just under 22 time ...