Michael Wong

Director, Financial Services Equity Research - North America at Morningstar, Inc.
On the record
Represented by:

Michael Wong, CFA, CPA, is director of equity research, financial services, North America, for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.

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  • Given the U.S. Federal Reserve is expected to fairly aggressively increase interest rates to rein in inflation, higher interest rates applied to Schwab’s banking business that has over US$400 billion of deposits will lead to significant earnings growth. A combined Charles Schwab-TD Ameritrade is a financial sector powerhouse that will be able to compete in an environment where traditional industry lines have increasingly blurred. Approximately 30% of the company's net revenue is directly from asset management and administration fees

    20 August 2022
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