Skip navigation

What do RIAs think of new Schwab independent branches?

or Register to post new content in the forum

 

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Apr 26, 2011 7:45 pm

Charles Schwab Corp. plans to launch a series of independent (franchise) branches starting around the end of this year. The branches would be located in areas separate from where Schwab's existing employee-run offices for  retail clients are based. Schwab's looking to draw new assets with the plan. I'm writing about the branch project for Registered Rep. and would like to speak with RIAs who custody with Schwab. To what extent, if any, do you feel your custodian is competing with you?

Thanks for your interest,

Jerry Gleeson, Senior Editor, Registered Rep.

[email protected], 212-204-4261