RISE Capital, an independent financial advisory firm, is enhancing its suite of client resources with a renewed focus on its planning guide, the book RISE to ...

The company’s total client assets rose 7% year over year in April 2025 to $485.6 million, attributed to market appreciation and the successful recruitment of financial advisors. Despite market ...

Shares of Charles Schwab SCHW gained 1.1% following the release of its monthly activity report for April 2025. The company’s total client assets were $9.89 trillion, up 12% from April 2024 and stable ...

Client margin loan balances totaled $90.2 billion, reflecting a 40% year-over-year increase and an 8% rise from November. The company reported client credit balances of $160.1 billion, including $6.4 ...