The announcement solidifies the firm’s chief of staff role, previously a rotational position, and continues Advisor Group's efforts to build out executive ranks in the wake of the Ladenburg Thalmann merger.
Net new assets at Charles Schwab have been driven by an 'omni-channel approach' that involves its TD Ameritrade and USAA acquisitions, as well as extensive branch reopenings.
The broker/dealer’s new Resilience Plan will support advisors’ books of business if they choose to take a leave of absence, such as for the birth of a child, personal illness or injury.