Thirty-three percent of independent advisors in a 2011 Charles Schwab study said that attracting and retaining clients was one of the potential challenges of joining or starting an independent registered investment advisor (RIA) firm. But according to Tim Oden, senior managing director of business development for Schwab Advisor Services, it doesn’t have to be. Tim says that when it comes to your clients, there’s a right time, place, and way to communicate that you’re moving to the RIA model...(Read More)
New Schwab Videos: Take One!
Posted by Mike CianfroccaAs part of our effort to share insights about investing, the markets and economy, we are going to start posting brief videos on Schwab’s YouTube page with our experts discussing a variety of timely topics.
In the first video, Charles Schwab Chief Investment Strategist Liz Ann Sonders discusses continued skepticism about the markets and the economy and why this may be less warranted in the face of better news for both over the past 18 weeks.
Let us know what you think and stay tuned for more!
To get additional market perspective from Charles Schwab experts, visit www.schwab.com/marketinsight.
In a press release last week we shared some new data and insights about how our clients are feeling about the markets and investing and what they are doing about getting advice.* Here are some of the highlights:
• Just 26% feel better off financially than they did one year ago, down from 44% who said they felt better off in Q4 2010.
• Only one-third (33%) now say they feel confident in their ability to make investment decisions.
• Seventy-seven percent say they’re most confident when receiving ongoing or periodic professional investment advice.
We know it continues to be a challenging time for investors. And while Schwab is still often thought of as a “discount” brokerage for mostly self-directed investors, the fact is that we have a wide range of services and products for people looking for professional advice. With that in mind, here are three things you may not know about investment advice at Schwab...(Read More)
So far this week, Jim McCool has talked about the past and present state of 401(k) retirement plans. In this final installment of his Q&A, he focuses on the future...
401(k) Plans: The Current State
Posted by Susan FormanOn Monday, Jim McCool talked about the history and evolution of the 401(k) plan. Today, Schwab’s Executive Vice President of Institutional Services turns his attention to the current system and how it can be improved...
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March 24, 2012 - 12:01:07 PM PDT
Matt says… I really like Liz's video! I just wish it were in HD; she looks very blurry and pixelated at full screen.