Charles Schwab

• SEC Enforcement Action Penalties: $1.5 Billion and Counting

  By Michelle A. Samaad  |  April 9, 2013

  Agency posts list of actions against securities firms since financial crisis began.

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  Survey: Credit Unions Beat Out Big Banks in Mobile Satisfaction

  By Peter Strozniak  |  November 29, 2012

  Numbers from ForeSee research again favor non-profit financial cooperatives; apps considered superior to mobile websites.

• Stanford FCU Overhauls Investment Services

  By Michelle A. Samaad  |  October 22, 2012

  With a field of membership steeped deeply in the heart of Silicon Valley, Stanford Federal Credit Union knew that it was sitting on a bevy of untapped opportunities to provide more investment services.

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  Marketing: Local Outreach, Brand Builders Carry Into 2012

  By Myriam DiGiovanni  |  November 13, 2011

  If the marketing call to action for 2011 has been loans, then looking at common challenges through a new lens will be equally important in 2012.

• Texas Dow Employees Credit Union Makes Move Into Houston Market

  By Jim Rubenstein  |  May 23, 2011

  By all accounts, it was the $1.6 billion Texas Dow Employees Credit Union that shook up the merger landscape last week with its merger with the $80 million Bluebonnet CU.

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  Affluent Investors Can Bring in Billions

  By Michelle A. Samaad  |  May 23, 2011

  With more than $350 billion in assets, affluent investors unhappy with their current employer-sponsored retirement plans have no misgivings about moving their funds elsewhere.

• Educational Programs Support Financial Freedom

  December 15, 2010

  As the charitable arm of America's credit union movement, the National Credit Union Foundation's programs and grants provide widespread financial education

• Baby Boomers Reflect on Money Habits

  By Michelle A. Samaad  |  September 9, 2010

  Some baby boomers said the two biggest lessons they've learned after decades of saving and investing are living within one's means and starting to save at an early age.

• Retirees' Uncertainty Shakes Financial Service Provider Relationships

  By Michelle A. Samaad  |  April 7, 2010

  Some retirees and pre-retirees who are opting for traditional solutions and managing their income on their own are giving the cold shoulder to some financial service firms hawking their wares.

• Retirees Shun Certain Financial Service Providers

  By Michelle A. Samaad  |  March 15, 2010

  Financial service firms hawking their wares are getting the cold shoulder from some retirees and pre-retirees who are opting for traditional solutions and managing their income on their own, a new study revealed.