 They’re looking for alternatives — not necessarily where they can get the most money, but best lifestyle, succession opportunities. They already have wealth."Tim Oden, senior managing director, Schwab Advisor Services. |
How Schwab Cracked the Wirehouse Crowd
Gil Weinreich | Think Advisor, November 2014
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Summary: Schwab Advisor Services, which as the leading RIA custodian epitomizes the independent advisor, is making inroads capturing the assets of the least independent among the advisor community, going after the huddled masses of wirehouse advisors — at least the most entrepreneurial among them — who are yearning to breathe free.
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