Schwab Advisor Services

Schwab Advisor Services

Share:

Business head: Bernie Clark

No. clients: 7100

AUC: $1,136,500

advisorservices.schwab.com

In the News

Independent Perspective: Why Reza Zamani Chose Independence

November 26, 2018 - Going independent as a Registered Investment Advisor (RIA) is a decision requiring considerable thought and planning. In this second of a three-part series, InvestmentNews Content Strategy Studio explores how one advisor — Reza Zamani, Senior Partner...

Advisory firms make their mark by running strong businesses

November 24, 2018 - InvestmentNews recognized 11 financial advice firms with Best Practices Awards on Nov. 13 at a ceremony in Boston. These firms rank among the top quartile of 385 independent advisory firms that participated in the 2018 InvestmentNews Pricing and Profitability...

Independent Perspective: Why Megan Gorman Chose Independence

November 19, 2018 - The decision to go independent as a Registered Investment Advisor (RIA) is not one an advisor makes lightly. In a three-part series over the next several weeks, InvestmentNews Content Strategy Studio will explore the thinking — and emotions — that...

Commonwealth Financial Network to launch parallel business for RIAs

November 13, 2018 - Commonwealth Financial Network, already a major independent broker-dealer, intends to broaden its business by setting up a parallel business for registered investment advisers. Commonwealth has already seen at least 75 of its 1,800 reps shift their business...

Advisor Group launching new paperless onboarding technology

November 13, 2018 - Advisor Group has new technology to equip the independent firms in its network — FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial and Woodbury Financial — with digital client onboarding and account management. The firm says...

Mercer Advisors moves toward $14 billion AUM with Sigma deal

November 12, 2018 - The shopping spree continues at Mercer Advisors, which announced Monday its second acquisition of the month, pushing the fast-growing acquirer to nearly $14 billion in assets under management. This week's deal involves Sigma Investment Management Co.,...

How Tamarac grew from fintech startup to $1.2 trillion behemoth

November 5, 2018 - Envestnet Tamarac is one of the largest and most successful companies in the adviser technology market. The Seattle-based fintech provides registered investment advisers with portfolio management, reporting, trading, client portal and client relationship...

New Schwab adviser technology chief Andrew Salesky brings veteran pressure to his team

November 3, 2018 - If Andrew Salesky, head of adviser technology at Charles Schwab, is in the hot seat, he's not showing it. The Schwab veteran, who took up his latest post in June, possesses an unexpected calm as he talks about Schwab's efforts to convince its 7,600 adviser...

What the future holds for Schwab adviser technology under its new leader

November 1, 2018 - After recent turnover in leadership, Schwab Advisor Services has tapped Andrew Salesky to head the unit. Reporter Ryan Neal talks about where Mr. Salesky plans to direct the company's vision.

Schwab reassures RIAs its brokerage advertising won't take business away from them

October 29, 2018 - Charles Schwab Corp. chief executive Walt Bettinger tried to reassure registered investment advisers who custody their assets with the firm that its advertising push for brokerage clients isn't taking business away from them. During the opening session...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

For comments or suggestions about the Adviser Center, please contact us.

Featured video

INTV

Where in the U.S. are RIAs growing the fastest?

InvestmentNews' deputy editor Robert Hordt talks to senior columnist Jeff Benjamin about his report on how registered investment advisers are faring in different regions of the country.

Latest news & opinion

Midwestern magic? RIA assets soared nearly 30% there last year

Theories for what's driving the growth spurt abound, but it surpassed all other regions of the country.

8 apps advisers love for getting stuff done

We reached out to advisers to find out which apps they are using to run their business more efficiently.

10 tax moves to squeeze in before the year ends

Here are some tax moves clients can still make before year-end.

Richard Neal: the new face driving retirement policy in Washington

As he becomes head of the House Ways and Means Committee, Rep. Richard Neal (D-Mass.) is poised to make some big changes.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.