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Charles Schwab Corporate Public Relations

211 Main Street
San Francisco, CA 94105

Schwab Contacts

Susan Forman
susan.forman@schwab.com
415-667-0494
Lindsay Tiles
lindsay.tiles@schwab.com
415-667-0479
Anita Fox
anita.fox@schwab.com
415-667-1308

Schwab Mentions in the News

Part of being an advocate for the industry is drawing media attention to RIAs. Here are some of our recent and upcoming mentions online, in print and on TV.

Research Magazine Independence: Consider Your Motivation.

Financial Advisor A Record Year for RIAs.

Press Releases

2/24/2014 — Schwab Announces Roll Out of Schwab OpenView Mobile Enabling RIAs to Quickly Deliver a Branded Mobile Presence for Their Firms. Read the press release

11/12/2013 — Schwab Honors 2013’s Exceptional RIA Firms With Annual IMPACT Awards®. Read the press release

11/11/2013 — Schwab Advisor Services Unveils Latest Technology Initiatives to Support RIA Growth and Client Service Needs. Read the press release

11/11/2013 — RIAs Optimistically Focused on the Future, Cognizant of Evolving Competition and Actively Seeking to Differentiate. Read the press release

6/26/2013 — As RIA Industry Comes of Age, Schwab Study Finds Firms Thinking More About Future Than Ever Before. Read the press release

6/24/2013 — Schwab Leaders to RIAs: The Opportunities Have Never Been Greater. Read the press release

4/9/2013 — Client retention is not a barrier when going independent, according to "Sophmore year" advisors who custody with Schwab. Read the complete report and press release

11/15/2012 — Schwab IMPACT Awards Honor Three Visionary RIA Firms. Read the press release

11/14/2012 — Schwab Takes "RIA Stands for You" to Next Level. Read the press release

11/14/2012 — From IMPACT, Bernie Clark Announces Bold Agenda for RIAs. Read the press release

11/13/2012 — Schwab Introduces Technology Vendor Review Site. Read the press release

11/13/2012 — Schwab Shares Vision for Future of Client Experience for Advisors. Read the press release

11/2/2012 — Schwab Expands Mobile Offering for Advisors with New App for the iPad. Read the press release

10/30/2012 — Advent Software, Black Diamond and Schwab Announce Integration Agreement. Read the press release

10/22/2012 — Schwab Advisor Services Releases Industry-Wide RIA Merger and Acquisition Activity for Third Quarter of 2012. Read the press release

7/17/2012 — Schwab Releases 2012 Benchmarking Study. New Clients Drive Steady Growth for RIAs. Read the press release

6/28/2012 — Schwab Launches Advisor App for the iPhone®. Read the press release

2/28/2012 — Majority of Investment Advisors Expect Increase in Advisors Moving to Independence, According to Charles Schwab Survey. Read the press release and view an infographic



 

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