Press

Charles Schwab 
Corporate Public Relations
211 Main Street
San Francisco, CA 94105

Schwab contacts:

Alison Wertheim
alison.wertheim@schwab.com
415-667-0475

Lindsay Tiles
lindsay.tiles@schwab.com
415-667-0479

Michael Cianfrocca
michael.cianfrocca@schwab.com
415-667-0344

Press releases
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)

5/1/2009 ( 47K PDF) — Charles Schwab Announces Opening of Submission Window for 2009 IMPACT Awards®

9/25/2008 ( 112K PDF) — Schwab Institutional® Announces Winners of 2008 IMPACT Awards®

8/18/2008 ( 45K PDF) — Independent Advisor Optimism on the Rise According to Schwab Institutional Study

6/12/2008 ( 79K PDF) — Smoothing the path to independence for Advisors coming to Schwab Institutional

4/17/2008 ( 67K PDF) — Schwab Institutional Announces Opening of Submission Window for IMPACT Awards®

2/13/2008 ( 37K PDF) — Schwab Charitable™ Surpasses $3 Billion in Charitable Contributions

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