Press

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
anitafox@schwab.com
415-667-1308

Statement
1/13/2011 - Schwab's View on an SRO for Advisors and a Fiduciary Standard of Care.
View Position Paper

Press releases
9/20/2011 — Schwab Launches Comprehensive Set of Resources to Help Advisors Navigate the Transition to Independence. Read the press release ( 51K PDF)

9/14/2011 — 2011 Independent Advisor Outlook Study: Independent Investment Advisors Sharply Divided on Market Outlook. Read the complete report ( 839K PDF) and press release ( 53K PDF)

9/7/2011 — Schwab Announces New Business To Deliver Intelligent Integration Services To Independent Registered Investment Advisors. Read the press release ( 34K PDF)

8/17/2011 — Schwab Advisor Services Reports Independent RIA Mergers and Acquisition Activity for First Half of 2011. Read the press release ( 54 K PDF ).

7/12/2011 — Charles Schwab Launches Laser App(R) Integration with Schwab Advisor Center to First Wave of Advisor Clients. Read the press release ( 21 KB PDF)

6/22/2011 — Schwab Launches Consultative Program to Help Advisors Manage Profitability Through Client Segmentation. Read the press release ( 31K PDF).

6/15/2011 — New Schwab White Paper Helps Prepare Advisors to Implement Second Phase of Cost Basis Reporting Requirements. Read the press release ( 41K PDF).

5/16/11 — Schwab IMPACT 2011 Keynote Speakers to Address Complex Global Issues Impacting Today's Market. Read the press release  ( 32K PDF).

4/28/2011 — Schwab Advisor Services Reports Independent RIA Mergers and Acquisitions   ( 30K PDF) 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  ( 44K PDF).

3/29/2011 — Majority of Independent Broker Dealer Advisors Find RIA Model Appealing, According to New Schwab Survey. Read the press release ( 43K PDF) and results deck
( 104K PDF).

3/7/2011 — Independent Advisor Optimism Sharply on the Rise According to Latest Schwab Survey. Read the complete report ( 240K PDF) and press release ( 47K PDF).

8/25/10 — Despite Roadblocks, some light at the end of the tunnel, finds Charles Schwab Survey of Independent Advisors. Read the complete report ( 298K PDF) and press release ( 41K PDF).

3/2/10 — The Winter 2010 Advisor Outlook Study was completed by more than 1,100 advisors employed by independent investment advisor firms whose assets are custodied at Schwab. Read the complete report ( 269K PDF) and press release ( 59K PDF).

2/10/10 ( 36K PDF) — Charles Schwab Outlines Fundamentals For Independent Advisor Succession Planning And Firm Valuation

2/9/10 ( 26K PDF) — Schwab Hosted More Than 150 Events In 2009 To Help Advisors Manage Their Business And Fuel Growth

1/25/10 ( 65K PDF) — Schwab Reaches Milestone with Independents: More Than 500 Advisor Teams Have Made the Move

1/15/10 ( 28K PDF) — Schwab Performance Technologies Announces Pricing Changes for its Outsourced Portfolio Accounting Solution

11/20/2009 — A view of Independence: Perspectives from Financial Advisors Outside the RIA Channel - Report ( 92K PDF) and Survey ( 60K PDF)

For more information
For more information The Charles Schwab Corporation, please visit:
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