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Scottrade's New Oceanside Office Expands Branch Network

//10-15-2009

Schwab Survey Reveals That Nearly Three Quarters of People Impacted by Roth IRA Conversion Rule Changes Plan to Consult a Financial Advisor

//10-15-2009
In less than 90 days many investors will have a new IRA opportunity when the income restriction for converting to a Roth IRA is lifted. The rule change will make all investors eligible to convert assets from certain retirement savings accounts, such as a traditional IRA or a 401(k) with a previous employer, to a Roth IRA, regardless of income level. Until January 1, 2010, only people with modified adjusted gross incomes of $100,000 or less are eligible to convert.

National Financial Program Helps Broker/Dealers Provide Up To Nearly $2 Million of FDIC Insurance Coverage.

//10-15-2009
The new program enables retail broker/dealers to deposit or "sweep" cash in their customers' eligible brokerage accounts into multiple interest-bearing bank accounts that offer FDIC (Federal Deposit Insurance Corporation) insurance coverage

New Research Shows Generation Y Has a Radically Different View of Investing - And, They Say It's Fun!

//10-12-2009
Study shows Gen Y is highly proactive and is most likely to embrace do∓it∓yourself investing

E*TRADE Corporate Services Launches New Online Equity Compensation Management Platform

//10-09-2009
E*TRADE FINANCIAL Corp. (NASDAQ: ETFC) announced the launch of Equity Edge Online, the new web-based, integrated, end-to-end equity compensation management platform from E*TRADE FINANCIAL Corporate Services. In an ever-changing regulatory environment, Equity Edge Online provides flexible, accurate and auditable financial reporting, enabling companies to save time, reduce costs and increase efficiencies in their employee stock plan solutions1.

Charles Schwab Ranks Highest in Customer Satisfaction According to Newest J.D. Power and Associates Study

//10-08-2009
Firm Emerges On Top, With Investors Citing Firm Interaction, Account Information and Offerings, Information Resources, and Problem Resolution as Key Driving Factors

Fidelity Study Finds Investors Lack Basic Understanding Of Roth IRA Benefits.

//10-08-2009
A Fidelity study finds that with income limits being removed for Roth IRA conversions in just three months, many investors are still struggling to understand the fundamental benefits of a Roth IRA. Additionally, 88 percent are unaware of the 2010 Roth IRA conversion opportunity.

Jared Macke Joins Scottrade to Lead Online Marketing

//10-07-2009

Scottrade's Free User Summit Returns to Georgia's Capital

//10-07-2009
Online investing firm brings educational event to Atlanta∓area customers for the second consecutive year

Schwab Outlines Tips for Investors

//10-07-2009
Markets May Fluctuate but the Staples of a Financial Portfolio Should Not

New Research Shows Generation Y Has a Radically Different View of Investing - And, They Say It's Fun!

//10-06-2009
Study shows Gen Y is highly proactive and is most likely to embrace do∓it∓yourself investing

E*TRADE FINANCIAL Corporation Announces Third Quarter 2009 Earnings Conference Call

//10-06-2009
NEW YORK, Oct 06, 2009 (BUSINESS WIRE) -- E*TRADE FINANCIAL Corporation (NASDAQ: ETFC) today announced that it will report its third quarter 2009 financial results after the close of the U.S. financial markets on Tuesday, October 27, 2009. The Company will host a conference call to discuss the results beginning at 5:00 p.m. (EDT). This conference call will be available to domestic participants by dialing 800-683-1525 and 973-872-3197 for international participants. The conference ID number is 34163188. A live audio webcast and replay of this conference call will also be available at https://investor.etrade.com.

Scottrade's Local Office Support Comes to Coconut Creek, Fla.

//10-03-2009
Online investment firm opens office in The Caligo Crossing Shopping Center Oct. 5

Scottrade Adds to Branch Network in Delaware

//10-02-2009
Online investing firm opens new office Oct. 12 to support investors throughout Newark area

Scottrade Opens Office in Delafield, Wis.

//10-01-2009
Online investing firm’s new office will support investors in Lake Country area, opens Oct. 12

Charles Schwab to Host Trading Forum in Boston, Massachusetts

//10-01-2009
Latest Stop in the Company’s Series of Educational Seminars for Active Traders SAN FRANCISCO--(BUSINESS WIRE)--In support of its commitment to investor education, Charles Schwab & Co., Inc. plans to hold its next Active Trader Forum on Saturday, Oct. 17 from 8:30 a.m. to 5:00 p.m. at the Sheraton Boston Hotel, 39 Dalton Street, Boston, Massachusetts.

Schwab Outlines Active Trading Tips for Investors Returning as the Market Rebounds

//10-01-2009
SAN FRANCISCO--(BUSINESS WIRE)--Charles Schwab today released a list of tips to help self-directed investors better manage their approach to trading as people return to the market amidst increased trading volumes.

E*TRADE FINANCIAL Corporation Announces Completion of At The Market Program Common Stock Offering

//09-28-2009
E*TRADE FINANCIAL Corporation (NASDAQ: ETFC) announced that it has completed its previously announced At The Market (ATM) common stock offering. Pursuant to this offering, the Company sold 80,226,756 shares of common stock for gross proceeds of $150 million, resulting in net proceeds of approximately $147 million after deducting commissions and offering expenses. Sandler O'Neill + Partners, L.P. acted as sole distribution agent for the ATM program. This press release shall not constitute an offer to sell or a solicitation of an offer to buy, nor shall there be any sale of the Company's common stock in any state or jurisdiction in which such an offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction. About E*TRADE FINANCIAL The E*TRADE FINANCIAL family of companies provides financial services including online brokerage and related banking products and services to retail investors. Specific business segments include Trading and Investing, and Balance Sheet Management. Securities products and services are offered by E*TRADE Securities LLC (Member FINRA/SIPC). Bank products and services are offered by E*TRADE Bank, a Federal savings bank, Member FDIC, or its subsidiaries.

Schwab Charitable Welcomes Grameen Foundation President Alex Counts to Philanthropy Speaker Series

//09-25-2009
SAN FRANCISCO--(BUSINESS WIRE)--Schwab Charitable, one of the nation’s largest and fastest growing donor advised funds, is proud to have Alex Counts as the second speaker of the second annual Schwab Charitable Philanthropy Speaker Series hosted in partnership with UC Berkeley’s Haas School of Business Center for Nonprofit and Public Leadership. The Series brings together leaders from the philanthropic community with Haas students and alumni to tackle cutting-edge issues in the world of philanthropy and explore best practices for social impact.

Wells Fargo Launches Customer-to-Customer Mobile Banking Money Transfers – Simple and Secure Way to Send Funds to Family and Friends

//09-24-2009
Wells Fargo & Company (NYSE: WFC) today announced its new mobile customer-to-customer payment option, which allows Wells Fargo customers to transfer money to each other via the Wells Fargo Mobiles Banking service. “More and more Americans are using mobile devices for banking, and we want to be there for our customers where and when they need us – whether they are waiting in line at a store or traveling by bus,” said Arah Erickson, vice president and head of Wells Fargo Retail Mobile Banking. “The added ability to transfer funds while on the go will be especially helpful for parents who have kids in college this fall as well as for students who need quick access to money at the last-minute to cover living costs, textbooks, or to split an expense with a roommate.”

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