For more stories like this, sign up for the PLANADVISERdash daily newsletter.
Products April 22, 2010
Schwab to Offer J.P. Morgan Fixed Income
Charles Schwab has become a “preferred retail dealer” for J.P. Morgan, the firms announced.
Reported by Ellie Behling
A new agreement between the firms gives Schwab clients access to J.P. Morgan’s fixed-income securities.
Schwab investors and their independent investment advisers will have access to J.P. Morgan’s new-issue and secondary municipal bonds, corporate debt securities, and non-convertible preferred securities. Furthermore, clients will have access to J.P. Morgan’s research covering fixed-income markets and the economy through www.schwab.com.
« Wells Fargo Advisory Business Sees Jump in Profit, Advisers