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Articles tagged "OpenArc"


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Andrew Salesky: We’re helping companies deliver stock plan experiences.

Schwab just announced another stock plan-related deal after helping OpenArc launch $129-billion stock plan RIA, an 'impactful funnel,' Cerulli analyst says

The $11-trillion brokerage will fund and also use Qapita to 'power' stock plan management inside private companies -- complementing its biggest-ever breakaway from Merrill Lynch, which is focused on public company plans

October 9, 2025 at 2:28 AM

Shirl Penney: “It's not leveled the playing field. It has tilted in our favor in the RIA space.

Schwab, Dynasty and Merrill Lynch breakaway team gain 'leverage' in coming arbitration after rebuffing Merrill's TRO attempt -- but Merrill is still calling it a 'raid' and conspiracy that it will prevail on

Defendants Schwab and Dynasty weighed in with sharp, written responses defending their part in aiding the $129-billion OpenArc RIA opening for business; Merrill is calling TRO process a 'first step'

October 1, 2025 at 2:45 AM

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