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15.07.25 - 18:36
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Dynamic Names Brian Bowen to New Role as Director of Advisor Integration (Business Wire)
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Longtime Schwab Consultant Brings Financial Services Insight to Support Advisor GrowthPHOENIX--(BUSINESS WIRE)--#DynamicWealthAdvisors--Dynamic Advisor Solutions dba Dynamic Wealth Advisors has named Brian Bowen to the new role of Director of Advisor Integration, bringing more than two decades of financial services experience to a role focused on enhancing practice management and advisor support across the firm's national network.
Bowen joins Dynamic's Business Development team and will serve as a key resource for independent advisors at every stage of their journey with Dynamic, providing strategic guidance around business growth, operational efficiency and succession planning. He will also lead the onboarding process for new advisors, ensuring smooth and successful transitions to the Dynamic platform, and contribute to advisor recruitment efforts as the firm continues to expand.
Prior to joining Dynamic, Bowen spent more than 20 years at Charles Schwab in a variety of roles, including Senior Business ...
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08.07.25 - 18:36
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Schwab Trading Activity Index™: STAX Score Climbs Slightly After Three Months of Decline (Business Wire)
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Schwab clients were sellers of equities in June; Net selling was highest in the Information Technology, Financial and Communication Services sectorsWESTLAKE, Texas--(BUSINESS WIRE)--The Schwab Trading Activity Index™ (STAX) increased slightly to 40.66 in June, up from its score of 39.68 in May. The only index of its kind, the STAX is a proprietary, behavior-based index that analyzes retail investor stock positions and trading activity from Schwab's millions of client accounts to illuminate what investors were actually doing and how they were positioned in the markets each month.
The reading for the four-week period ending June 27, 2025, ranks “low” compared to historic averages.
“One theme that carried throughout the June STAX period was the rotation into industrial and discretionary sectors and away from tech,” said Joe Mazzola, Head Trading and Derivatives Strategist at Charles Schwab. “The industrial sector has been a top performer year-to-date, with all the talk of onshoring leading to in...
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03.07.25 - 22:54
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US House Passage of Tax Bill | The Close 7/3/2025 (Bloomberg)
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Claudia Sahm New Century Advisors, Kevin Gordon Charles Schwab, Patrick De Haan Gasbuddy, Kathy Entwistle Morgan Stanley, Liz Ann Sonders, Charles Schwab, Debbie Dyson Oneten, Michael Balboni NY Former Director of Homeland Security, Brian Kelly The Points Guy, and Scott Bessent US Treasury Secretary. (Source: Bloomberg)...
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23.06.25 - 13:36
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Futures Advance, Oil Fluctuates as Iran Vows Retaliation to US Attacks | Bloomberg Brief 6/23/2025 (Bloomberg)
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US equity futures hover and oil prices fluctuate as Iran pledges to retaliate following the US strikes on its nuclear facilities. Iran says the attacks have delivered an “irreparable blow” to the Nuclear Non-Proliferation Treaty. Former Israel Ambassador to the US Michael Oren discusses potential scenarios of the conflict. Morgan Stanley's Andrew Sheets and Kathy Jones of Charles Schwab discuss the market impact from geopolitical uncertainties. “Bloomberg Brief” delivers the market news, data and analysis you need to set your agenda. (Source: Bloomberg)...
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