Schwab Debuts New Conference: ADVANTAGE®

Charles Schwab press release ------ -In a gathering of 100 independent advisor clients, who represent $61 billion in assets under management (AUM), Schwab Advisor Services celebrated the momentum of the independent advice model while pointing to the $23 trillion dollars of assets still advised outside the model and challenging attendees to focus on new investor acquisition. At Schwab’s inaugural ADVANTAGE® conference, Jon Beatty, senior vice president and head of sales and relationship management, told attendees, “The RIA industry has a ton of momentum, and we believe there is potential for further acceleration thanks to such factors as increasing business optimism and the growing number of investors seeking guidance and a relationship with someone they can trust. When the winds are at your back, it is a perfect time to get serious about acceleration, and new investor acquisition strategies are critical to take advantage of this environment.” To learn more click on the picture below to read the release.