Charles Schwab & Co. Inc.

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  Top Portfolio Products: Schwab Launches ETF Website

  By Marlene Y. Satter, AdvisorOne  |  November 16, 2012

  Russell introduces a new strategic-call overwriting fund, and Focus Financial rolls out succession-planning tool.

• SIFMA Elects New Officers to Municipal Securities Division

  By Melanie Waddell, AdvisorOne  |  November 2, 2012

  Stratford Shields of Morgan Stanley & Co. will serve as division chair, and Frank Fairman of Piper Jaffray & Co. and David Stephens of Bank of America Merrill Lynch & Co. will serve as vice chairs.

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  Why RIA Firms Should Hire the Young, Pt. 2: 5 Tips on Recruiting Breakaway Brokers

  By Tim Oden, Schwab Advisor Services  |  May 22, 2012

  In the second post in a three-part series on RIAs hiring breakaway brokers under the age of 40, tips on how—and how not—to recruit those younger brokers.

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  Why RIA Firms Should Hire the Young, Pt. 1: Breakaway Brokers

  By Tim Oden, Schwab Advisor Services  |  April 26, 2012

  Looking to hire an advisor to join your RIA firm? Try thinking young: Breakaway brokers under the age of 40 are a great resource for high-quality talent.

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  3 Ways for RIAs to Build Their Own Powerful Brands

  By Michelle Draper, Schwab Advisor Services  |  April 25, 2012

  Some practical brand-building steps you can take right now to help you consistently deliver on your promises to your clients.

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  The Outsourcing Boom: Compliance

  By Nick Georgis, Schwab Advisor Services  |  December 27, 2011

  When it comes to compliance, independent advisors today face more uncertainty and challenges than ever. Many firms are finding that outsourcing helps them deal with the challenges.

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  The Outsourcing Boom: Technology and Beyond

  By Nick Georgis, Schwab Advisor Services  |  December 8, 2011

  Why, how and where RIAs are discovering the benefits of third-party outsourcing.

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  Managing Client Profitability, Pt. 3: Determining Your Firm’s Client Profitability

  By Scott Slater, Schwab Advisor Services  |  October 6, 2011

  Among the steps: talk to your support staff, track your actual time spent servicing a typical client, then get creative. Conclusion to a three-part blog series.

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  Managing Client Profitability, Pt. 2: A Case Study on Client Segmentation

  By Scott Slater, Schwab Advisor Services  |  September 16, 2011

  How Trinity Wealth Advisors worked on segmenting its client base to manage profitability while overcoming a client capacity issue.

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  Schwab New Business Will Offer Integrated Services Platform to Advisors

  By James J. Green, AdvisorOne  |  September 7, 2011

  Schwab Intelligent Technologies will offer products and services to Schwab- and non-Schwab affiliated advisors.