Press

Charles Schwab Corporate Public Relations

211 Main Street
San Francisco, CA 94105

Schwab Contacts

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.

Fortune Magazine Most Admired Companies - Schwab #1 in securities industry.

Press Releases

04/09/2013 — 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

9/20/2011 — Schwab Launches Comprehensive Set of Resources to Help Advisors Navigate the Transition to Independence. Read the press release

9/14/2011 — 2011 Independent Advisor Outlook Study: Independent Investment Advisors Sharply Divided on Market Outlook. Read the complete report and press release

9/7/2011 — Schwab Announces New Business To Deliver Intelligent Integration Services To Independent Registered Investment Advisors. Read the press release

8/17/2011 — Schwab Advisor Services Reports Independent RIA Mergers and Acquisition Activity for First Half of 2011. Read the press release

7/12/2011 — Charles Schwab Launches Laser App(R) Integration with Schwab Advisor Center to First Wave of Advisor Clients. Read the press release

6/22/2011 — Schwab Launches Consultative Program to Help Advisors Manage Profitability Through Client Segmentation. Read the press release

6/15/2011 — New Schwab White Paper Helps Prepare Advisors to Implement Second Phase of Cost Basis Reporting Requirements. Read the press release

5/16/11 — Schwab IMPACT 2011 Keynote Speakers to Address Complex Global Issues Impacting Today's Market. Read the press release

4/28/2011 — Schwab Advisor Services Reports Independent RIA Mergers and Acquisitions Activity for First Quarter of 2011.

4/20/2011 — High Enrollment at Schwab Advisor University Shows Growing Demand for Training of RIA Firm Staff. Read the press release 

3/29/2011 — Majority of Independent Broker Dealer Advisors Find RIA Model Appealing, According to New Schwab Survey. Read the press release and results deck

3/7/2011 — Independent Advisor Optimism Sharply on the Rise According to Latest Schwab Survey. Read the complete report and press release