Schwab Advisor Services

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  Schwab, Envestnet Join Forces in Data Integration Deal

  By Joyce Hanson, AdvisorOne  |  May 18, 2012

  Advisors using the solution will see “dramatic gains” in their ability to serve clients and scale businesses more profitably, said Stuart DePina, group president of Envestnet | Tamarac.

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  Number of Breakaway Brokers to Increase, Schwab Survey Finds

  By John Sullivan, Advisorone  |  February 28, 2012

  As the investment advisory landscape continues to shift, a new Charles Schwab survey of advisors at major financial firms finds that more than three-fourths (76%) of those surveyed expect a continued increase in the number of advisors becoming registered investment advisors.

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  RIAs’ M&A Activity Fell in 2011, but They Remain ‘Dominant Buyer’

  By Danielle Andrus, AdvisorOne  |  January 25, 2012

  While the number of M&A deals and the average deal size are down, RIAs are the 'dominant buyer,' according to a report released by Schwab Advisor Services.

• 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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  DeVoe Departs Schwab to Form Advisor M&A Consulting Firm

  By James J. Green, AdvisorOne  |  November 21, 2011

  Will provide strategic consulting and valuations, and arrange financing for mergers and acquisitions for advisors.

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  Schwab Doubles Number of Breakaway-Broker Prospects at Impact 2011

  By Janet Levaux, AdvisorOne  |  November 4, 2011

  As more wirehouse reps see the terms of their retention packages end, they are seriously exploring their options, Schwab's Tim Oden says.

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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.

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  RIA M&A Deals Near Last Year’s Record: Schwab Advisor Services

  By Joyce Hanson, AdvisorOne  |  October 10, 2011

  Despite a weak overall U.S. market for mergers and acquisitions, Schwab Advisor Services reports that 2011 is shaping up to be a banner year for M&A in the RIA industry.

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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.