Tim Oden

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  Before Leaping to Independence, Look at Your Motivation

  By Ed McCarthy, CFP  |  August 23, 2012

  If you want to join the RIA ranks, first make a candid assessment of your reasons for doing so.

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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.

• 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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  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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  Declaring Independence? Schwab Offers Aid for Advisors Considering Move

  By Danielle Andrus, AdvisorOne  |  September 20, 2011

  To help advisors considering independence, Schwab Advisor Services released a white paper on Tuesday outlining the various legal and regulatory issues they’ll face in the transition.