Peggy Ruhlin

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  Schwab's Deep Impact

  By Janet Levaux, AdvisorOne, James J. Green, AdvisorOne  |  November 28, 2011

  If you want sound bites, Schwab Impact 2011 in San Francisco had them.

• Blair, Gross, Other Experts Weigh in on Euro Tumult and Anti-Wall Street Protests

  By Janet Levaux, AdvisorOne  |  November 23, 2011

  Former British Prime Minister Tony Blair said the resolution of today’s global economic and financial challenges could get derailed by short-term political thinking, though he remains optimistic that leaders can address long-term issues. Blair spoke Nov. 2 to about 2,100 financial advisors and about 2,000 other guests as the keynote...

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  RIA Trailblazer, John Coghlan, Is Lauded at Schwab Impact

  By James J. Green, AdvisorOne  |  November 4, 2011

  The former Schwab employee is recognized for seeing early on the value, and potential, of the independent RIA model.

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  Schwab Recognizes Top Advisors, Firms at Impact 2011

  By Janet Levaux, AdvisorOne  |  November 3, 2011

  The company also donated $45,000 to charity on behalf of the recognized advisors.

• Finding a Boss

  By Ed McCarthy, CFP  |  January 1, 2008

  At some undefined but recognizable point, having a firm's founder administer a growing business can become a drawback. Professionals like accountants and attorneys have wrestled...