Atomic Insights Adds Payment Execution to Schwab Platform
June 26, 20264 min
Direct integration enables ACH execution from Atomic into Schwab, with wires, checks, and journals to follow
Schwab Advisor Services Honors Best-in-Class Independent Investment Advisor Firms With the 2019 IMPACT Awards®
November 5, 201917 min
Schwab Advisor Services™ announced the recipients of the 14th annual IMPACT Awards® for independent investment advisor firms. Four firms are being recognized today at Schwab IMPACT®, the largest and longest-running annual gathering of independent advisors in the nation. The winning firms for 2019 are: Sequoia Financial Group, LLC; AdvicePeriod, LLC; Moisand Fitzgerald Tamayo, LLC; and PCS Retirement, LLC. The IMPACT Awards are given each year to firms that have advanced the industry through their demonstrated...