Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Schwab Unveils New RIA Initiatives Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, November 14, 2012

Schwab Unveils New RIA Initiatives

Reported by Tommy Fernandez

A bolstered national multimedia campaign, a vendor rating site and new platform enhancements were among the goodies unveiled by Schwab today at the Impact 2012 Conference here in Chicago.

Schwab's multimedia campaign,“RIA Stands for You," will be given a number of enhancements, including new national advertising, an expanded consumer-facing website, investor videos, and a supporting message from Schwab founder Charles (Chuck) Schwab on the campaign website.

In 2013 Schwab will be building an Advisor Directory that investors will be able to use to locate RIAs in their communities.

In addition, there will be a new Schwab Intelligent Integration product called MarketSquare –- a Zagat-style rating and review site where RIAs can research technology providers and read the comments and experiences of other advisors.

The goodies were noted during Schwab executive vice president and head of Schwab Advisor Services Bernie Clark's introductory speech to the keynote presentation by X Prize founder Peter Diamandis, who spoke on the ways to tap into disruptive opportunities related to exponential changes in technology.

It was a very space-themed presentation, with Clark comparing the best of advisors to innovators and explorers with the courage to risk it all and go their own way.

"You're at your best when you're at the edge," was among Clark's adventure-themed declarations during his speech.

Other initiatives announced included an RIA internship program, an e-learning initiative, enhancements to the advisor platform, including a new relationship with DocuSign to provide e-signature capabilities built into Schwab’s platform, and the new Schwab Advisor Center app for the iPad. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2025: Q4Q3Q2Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. WE South - Agentic AI for Financial Services: executive breakfast, workshop & roundtable, September 2
  2. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  3. IDC webinar - A Primer on Digital Assets, Tokenization, and Distributed Ledger Technology, September 3
  4. WE U.S. - Women in Finance brunch at Dallas Securities Traders Association conference, September 4
  5. FutureProof Festival, Sep 7-10
  6. WE SoCal - Welcome Mixer at FutureProof, September 8
  7. WE US - ICI conference luncheon, September 8
  8. ICI ETF Conference, Sep 8-10
  9. WE Chicago - Unstoppable: A Journey of Resilience and Redefining Limits, September 9
  10. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  11. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  12. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  13. WE San Francisco - Annual Networking Event, September 11
  14. 2025 MMI Institutional Forum, September 11
  15. IDC webinar - Distribution for Fund Directors: Evolution and Trends, September 15
  16. IMEA Content Management Roundtable, September 16
  17. IMEA 2025 Star Awards Celebration, September 16
  18. IMEA Marketing Summit, Sep 16-17
  19. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  20. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  21. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
  22. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
  23. IMEA Portfolio Construction Roundtable, September 24
  24. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  25. IMEA Models Roundtable, September 25
  26. Expect Miracles Atlantic Coast Classic 2025, September 29




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use