Schwab Nears Settlement in Antitrust Suit Over TD Ameritrade Deal

Published on October 1, 2024

Parties in the lawsuit told a judge they've reached a "settlement in principle."

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Edward Jones Launches Proprietary SMA, Financial Planning Services

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The new programs are part of an effort to attract more high-net-worth clients with broader offerings.

Orion Introduces Capital Group ETF Portfolios

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The model portfolios are available via Orion Portfolio Solutions and on Brinker Capital's platform.