Charles Schwab Corporation (NYSE:SCHW):
Tim Oden, senior managing director of Business Development, Schwab Advisor Services (Photo: Business Wire)
WHAT:
As part of Schwab Advisor Services’ ongoing commitment to helping
financial advisors considering a move to the RIA model, Tim Oden, Senior
Managing Director of Business Development, will be taking questions
about the move to independence via Schwab Advisor Services’ Twitter
handle @Schwab4RIAs.
From Monday, Mar. 26 at 9 a.m. PDT to Monday, Apr. 9 at 5 p.m. PDT,
advisors and media can submit questions via Twitter by using #SchwabQA.
Select questions will be answered via Twitter on Friday, Apr. 13. Not
all questions can receive direct responses; however topics will be
considered for future related blog posts found on Schwab
Talk.
The planned QA follows the recent release of a
survey by Schwab Advisor Services which found the majority of
investment advisors expect an increase in advisors moving to
independence. In fact, more than half of investment advisors surveyed
find the idea of becoming an RIA appealing, and there is even stronger
interest from those under age 40.
WHO:
Tim Oden, Senior Managing Director, Business Development, Charles Schwab
[Watch
Tim Oden talking about the steps to going independent]
WHEN:
Tim Oden will be taking questions from Monday, Mar. 26 at 9 a.m. PDT to
Monday, Apr. 9 at 5 p.m. PDT and offering responses on Friday, Apr. 13.
WHERE:
@Schwab4RIAs,
the Schwab Advisor Services’ Twitter channel
About Schwab on Twitter
Launched in October 2010, @Schwab4RIAs
shares news and insights for advisors. In addition, Schwab also launched @CharlesSchwab
in May 2010, which shares news and insights for investors, as well as @SchwabMoneyWise,
which was launched in June of 2010 and offers guidance to financial
novices and young people just getting started on saving and investing.
About Charles Schwab
The Charles Schwab Corporation (NYSE:SCHW) is a leading provider of
financial services, with more than 300 offices and 8.6 million client
brokerage accounts, 1.5 million corporate retirement plan participants,
794,000 banking accounts, and $1.81 trillion in client assets as of Feb.
29, 2012. Through its operating subsidiaries, the company provides a
full range of securities brokerage, banking, money management and
financial advisory services to individual investors and independent
investment advisors. Its broker-dealer subsidiary, Charles Schwab Co.,
Inc. (member SIPC,
www.sipc.org),
and affiliates offer a complete range of investment services and
products including an extensive selection of mutual funds; financial
planning and investment advice; retirement plan and equity compensation
plan services; referrals to independent fee-based investment advisors;
and custodial, operational and trading support for independent,
fee-based investment advisors through its Advisor Services division. Its
banking subsidiary, Charles Schwab Bank (member FDIC and an Equal
Housing Lender), provides trust and custody services, banking and
mortgage services and products. More information is available at www.schwab.com
and www.aboutschwab.com.
(0312-2005)
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