Schwab Advisor Services

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  Bernie Clark: The 2013 IA 25 Extended Profile

  By James J. Green, AdvisorOne  |  May 20, 2013

  Clark has shown quiet but confident leadership not merely in growing Schwab’s custody unit, but in addressing many of advisors' most trying issues.

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  Crossing Paths: The 2013 IA 25

  By Editorial Staff  |  April 29, 2013

  With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

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  Going Indie? Afraid of Losing Clients? Don’t Be

  By Joyce Hanson, AdvisorOne  |  April 9, 2013

  Despite fears they might lose clients when going independent, 79% of advisors who switched to the indie model in the last two years say most clients stuck by their side, Schwab Advisor Services reported Tuesday.

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  RIA M&A Grew 30% in 2012, With Most Deals Done by Big Firms: Schwab

  By Joyce Hanson, AdvisorOne  |  January 28, 2013

  National acquiring firms, like HighTower, Focus Financial and United Capital, remained the dominant buyers, with 25 of the 45 total M&A deals, Schwab reports.

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  Clark at Schwab Impact: RIAs’ Competitors ‘Want What You Have’

  By James J. Green, AdvisorOne  |  November 14, 2012

  On day one of Schwab Impact, the head of Schwab’s RIA custody unit ticks off new initiatives on succession planning, Washington advocacy, referrals.

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  Schwab Tweets to Talk Up RIA Concerns Ahead of Impact 2012

  By Joyce Hanson, AdvisorOne  |  November 9, 2012

  Just days ahead of Schwab Impact 2012, Schwab Advisor Services is using its Twitter feed for RIAS to talk up the Nov. 13-16 conference in Chicago.

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  Rollups Account for Majority of Advisor M&A in Q3: Schwab Report

  By James J. Green, AdvisorOne  |  October 22, 2012

  With a quarter to go, year-to-date RIA mergers and acquisitions nearly match the value of all deals recorded in 2011. But the actual number of deals this year is still lower.

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  Schwab to Buy Dividend Manager ThomasPartners for $85 Million

  By John Sullivan, AdvisorOne  |  October 15, 2012

  The deal includes additional payments depending on future growth in ThomasPartners’ assets under management, now worth $2.3 billion.

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  Advisors Bullish on Business, Bearish on Markets and Economy: Schwab Survey

  By James J. Green, AdvisorOne  |  October 9, 2012

  As the election nears, advisors say they are growing and hiring while worrying about inflation, the high level of the nation’s debt and whether they’ll be able to meet clients’ goals.

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  RIAs Aren’t Using CRM to Full Potential: Schwab TweetUp

  By Joyce Hanson  |  September 26, 2012

  RIAs are missing opportunities to use CRMs for everything from business analytics to social media, according to a Twitter “TweetUp” moderated by Schwab Advisor Services.