Tag: USAA
Charles Schwab to Buy USAA’s Brokerage Business for $1.8 Billion
The Charles Schwab Corporation (NYSE: SCHW) has agreed to buy USAA’s Investment Management Company, including brokerage and managed portfolio accounts, for $1.8 billion in...
Best-Selling Author Dr. Kerry Johnson to Keynote ADISA’s 2019 Spring Conference
ADISA, a trade association representing the alternative and direct investment industry, announced that best-selling author Dr. Kerry Johnson will be the keynote speaker at...
LPL’s Genesis Wealth Management Adds Seven Advisors
Genesis Wealth Management, an independent firm on LPL Financial’s broker-dealer and registered investment advisor platforms, has added seven advisors previously affiliated with USAA Financial...
FINRA Bars Broker for Fraudulent Variable Annuity Exchange, Falsifying Documents
The Financial Industry Regulatory Authority has barred a former Navy Federal Brokerage Services advisor for allegedly engaging in securities fraud, making unsuitable recommendations, and...
