LYCOS RETRIEVER 
Charles R. Schwab: Schwab Institutional
built 630 days ago
"Schwab and the RIA industry have grown up together, and the evolution has indeed been remarkable," said Charles Goldman, executive vice president of Schwab Institutional. "This book commemorates the successes of the past and conveys the promise of a very exciting future."
Source:
One of the highlights of past Impact shows has been a townhall meeting where top Schwab Institutional executives took unscripted and often tough questions from advisor attendees. That session didn’t happen at Impact 2006, but this year it came back with a twist: in addition to the head of SI, Charles Goldman, this sitdown featured the president and COO of Charles Schwab Corp.—Walt Bettinger.
Source:
Schwab Institutional wants to practice more efficiency by offering an alternative to paper account statements. Advisors can now download, archive by master account and print their clients' Schwab statements via Schwab Institutional's web site.
Source:
"The independent investment advisory industry is a remarkable story of entrepreneurialism, integrity and passion for helping people reach their financial goals," said Charles Goldman, executive vice president of Schwab Institutional. "The 2007 IMPACT Award winners exemplify the very best of the industry."
Source:
Schwab version 2.0 emerged in the 1980s as it transformed itself into an asset gatherer. As the business model shifted from transaction fees to the benefits of having millions and then billions of customer dollars under management, Schwab diversified its product offerings with mutual funds and institutional services. It became intentional in serving growing numbers of independent financial advisors. It launched radical products such as the instantly successful Mutual Fund OneSource program that persuaded mutual fund investors to hold their fund positions at Schwab.
Source:
The history book is being published for advisors in celebration of Schwab Institutional's 20th anniversary serving the independent investment advisor industry. Each of the more than 5,000 firms that work with Schwab Institutional will receive a copy of the book. The book will ... be posted on Schwab Institutional's public web site at http://www.schwabinstitutional.com/public/anniversary.shtml.
Source:
MORE ABOUT
Schwab Institutional