Schwab Urges Independent Advisors to Embrace Broader Role in Helping Clients Navigate a Rapidly Chan

Charles Schwab press release -------- Speaking today in front of a crowd of nearly 5,000 attendees at Schwab’s IMPACT® conference in Chicago, head of Advisor Services, Bernie Clark said that “an increasingly important part of your future role as advisors will be helping clients determine when to create change… and when to see aspects of change they might not be considering.” Clark evoked the healthcare industry, artificial intelligence and evolving workforce dynamics to illustrate that advisors must embrace a broader role in helping their clients navigate the forces of change. To get more in depth information click on the picture below to read the release.