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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

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Company
The Discount Broker That Became Wall Street's $13 Trillion Operating System
Fintech · Consumer · Enterprise

The Discount Broker That Became Wall Street's $13 Trillion Operating System

Charles Schwab spent half a century making investing cheaper. Now its harder trick is making a brokerage, bank, adviser, custodian and trading machine feel like one calm place to keep a financial life.

online-brokerage · wealth-managementRead →
Company
LPL Financial
Fintech · Enterprise · Saas

LPL Financial

LPL Financial built a $2.6 trillion business by staying behind the advisor. Now its bet is that scale, open architecture and embedded AI can make independence feel less lonely - without making every practice look the same.

lpl-financial · independent-broker-dealerRead →