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Mon, March 26, 2012

Schwab Advisor Services Q&A on Twitter: Tim Oden to Answer Questions About Moving to the RIA Model via @Schwab4RIAs


Published on 2012-03-26 08:05:28 - Market Wire
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--([ ])--Charles Schwab Corporation (NYSE:SCHW):

WHAT:

As part of Schwab Advisor Servicesa ongoing commitment to helping financial advisors considering a move to the RIA model, Tim Oden, Senior Managing Director of Business Development, will be taking questions about the move to independence via Schwab Advisor Servicesa Twitter handle [ @Schwab4RIAs ].

From Monday, Mar. 26 at 9 a.m. PDT to Monday, Apr. 9 at 5 p.m. PDT, advisors and media can submit questions via Twitter by using #SchwabQA. Select questions will be answered via Twitter on Friday, Apr. 13. Not all questions can receive direct responses; however topics will be considered for future related blog posts found on [ Schwab Talk ].

The planned Q&A follows the recent release of [ a survey by Schwab Advisor Services ] which found the majority of investment advisors expect an increase in advisors moving to independence. In fact, more than half of investment advisors surveyed find the idea of becoming an RIA appealing, and there is even stronger interest from those under age 40.

WHO:

Tim Oden, Senior Managing Director, Business Development, Charles Schwab
[[ Watch ] Tim Oden talking about the steps to going independent]

WHEN:

Tim Oden will be taking questions from Monday, Mar. 26 at 9 a.m. PDT to Monday, Apr. 9 at 5 p.m. PDT and offering responses on Friday, Apr. 13.

WHERE:

[ @Schwab4RIAs ], the Schwab Advisor Servicesa Twitter channel

About Schwab on Twitter

Launched in October 2010, [ @Schwab4RIAs ] shares news and insights for advisors. In addition, Schwab also launched [ @CharlesSchwab ] in May 2010, which shares news and insights for investors, as well as [ @SchwabMoneyWise ], which was launched in June of 2010 and offers guidance to financial novices and young people just getting started on saving and investing.

About Charles Schwab

The Charles Schwab Corporation (NYSE:SCHW) is a leading provider of financial services, with more than 300 offices and 8.6 million client brokerage accounts, 1.5 million corporate retirement plan participants, 794,000 banking accounts, and $1.81 trillion in client assets as of Feb. 29, 2012. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member [ SIPC ], [ www.sipc.org ]), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through its Advisor Services division. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides trust and custody services, banking and mortgage services and products. More information is available at [ www.schwab.com ] and [ www.aboutschwab.com ]. (0312-2005)

Follow us on Twitter: [ @Schwab4RIAs ] and [ @CharlesSchwab ]
Read our corporate blog: [ SchwabTalk ]
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