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JD Power crowns Schwab as tops for 'self-directed' investors for its ability to provide investors greater direction

Scottrade plummets from first place to fifth as Fidelity and Vanguard come in a hair behind Schwab

Author Brooke Southall May 22, 2015 at 5:26 PM
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Mike Foy: We call them self-directed. There's been blurring of the lines.


Related Moves

Oisín's Bits: Betterment now a robo roll-up with Canadian IPO as catalyst • Insurers risk regulation for COVID-19 coverage delays • Vanguard shifts Asia focus to China's vast mom-pop retail market

Betterment rolls up a robo • The CFA warns insurers over COVID-19 life polices • Vanguard names Chinese fund head to pursue $6 trillion market.

March 5, 2021 at 1:16 AM

Karin Risi, who built $170-billion Vanguard Personal Advisor Services, takes new role and Matt Benchener is taking her spot as head of US retail for the $6.3 trillion manager

Risi now heads planning and still directly reports to CEO Tim Buckley and her 34 year-old understudy, Benchener gets her job at year's end.

December 4, 2020 at 2:56 AM


Mentioned in this article:

Scottrade Advisor Services
Asset Custodian
Top Executive: Brian Stimpfl



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