Online directory that helps investors find and
research RIAs now features advisors who custody with TD
Ameritrade.
Schwab Advisor ServicesTM continues to expand and enhance its
trailblazing Independent Difference campaign, an education and
advertising campaign that uses national TV, print, digital and
social media advertising to raise awareness among high-net-worth
investors about the many advantages of working with an independent
registered investment advisor.
Schwab has long championed the RIA model through advertising
that profiles actual independent advisors who custody with Schwab.
The campaign articulates why many investors, as they explore their
options, owe it to themselves to understand what makes independent
investment advisors stand apart from other financial
professionals.
The campaign has generated more than 2 billion ad impressions
and attracted over 3 million visitors to
FindYourIndependentAdvisor.com, Schwab’s independent advisor
education center, where investors can learn about the RIA model and
how to make an informed choice when choosing an advisor.
“We firmly believe independent RIAs play a vital role in
providing trusted financial advice that helps investors achieve
their life goals, which is why we’ve been champions of the RIA
model for more than 30 years,” said Bernie Clark, head of Schwab
Advisor Services. “As the leading custodian to independent
advisors, we’re proud to dedicate our energy and resources to raise
awareness of the independent difference.”
Directory adds advisors who custody with TD
Ameritrade
The website also hosts an advisor directory of more than 2,300
RIA firms, through which visitors can conduct a zip code search to
find independent advisors in their community. Since the directory
was launched in 2013, investors have conducted more than 300,000
searches, of which 65 percent led to a phone call, website click or
email to an advisory firm.
And even before Schwab completes its integration with
Ameritrade, the Independent Difference campaign this year profiles
some independent investment advisors that use Ameritrade’s custody
services and has added some Ameritrade firms to the advisor
directory.
Schwab’s ad campaign and educational website have helped elevate
investor awareness about the many benefits of working with
independent RIAs, including customized guidance, competitive fee
structures and the opportunity to build deeply personal and trusted
relationships. And by walking through key questions investors
should ask when seeking an advisor who is right for them, the
program has helped shine a positive light on the broader RIA
community.
“When we first launched this campaign, many investors were
unfamiliar with the difference between independent advisors and
traditional brokers, so we put our education and advertising muscle
to work on behalf of our RIA clients. We are passionate about this
work,” said Susan Forman, head of marketing for Schwab Advisor
Services. “Our ads and educational website showcase how independent
advice can make a positive difference for high-net-worth
investors.”
Investing in ads that celebrate RIAs
Schwab began educating investors on the independent difference
in 2011 when it introduced the “RIA Stands for You” campaign,
putting actual advisors front and center while highlighting the
values and standards they uphold. The campaign, rebranded
“Independent Difference” in 2016, has continued to evolve and
expand over time. The first national TV ads debuted in 2017, for
example, while today Schwab reaches high-net-worth investors
through social media channels and interactive digital
experiences.
“When investors choose an advisor, it’s critical to understand
how they’re compensated, the standards they uphold, and whether
their financial interests are truly aligned,” said Thomas Meyer of
Meyer Capital Group, a Marlton, New Jersey, advisor who is an
advocate for the fiduciary approach. “A lot of financial
professionals these days claim to be client-first, but that may not
always be the case, which can create confusion for investors.”
To learn more, visit FindYourIndependentAdvisor.com. Those
attending Schwab’s IMPACT® conference in Denver, November 1-3, can
visit the Independent Difference booth at the Schwab Advisor
Services center of the exhibit hall, where they can engage with
interactive experiences, learn more about the campaign and explore
the significant results it has generated for advisors.
The Independent Difference campaign was developed in
collaboration with TRG, a Dallas-based agency.
About Charles Schwab & Co.
At Charles Schwab we believe in the power of investing to help
individuals create a better tomorrow. We have a history of
challenging the status quo in our industry, innovating in ways that
benefit investors and the advisors and employers who serve them,
and championing our clients’ goals with passion and integrity. More
information is available at www.aboutschwab.com. Follow us on
Twitter, Facebook, YouTube and LinkedIn.
Disclosures
Through its operating subsidiaries, The Charles Schwab
Corporation (NYSE: SCHW) provides a full range of securities
brokerage, banking, money management and financial advisory
services to individual investors and independent investment
advisors. Its broker-dealer subsidiary, Charles Schwab & Co.,
Inc. (member SIPC), and affiliates offer a complete range of
investment services and products including an extensive selection
of mutual funds; financial planning and investment advice;
retirement plan and equity compensation plan services; compliance
and trade monitoring solutions; referrals to independent fee-based
investment advisors; and custodial, operational and trading support
for independent, fee-based investment advisors through Schwab
Advisor Services. Its banking subsidiary, Charles Schwab Bank
(member FDIC and an Equal Housing Lender), provides banking and
lending services and products. More information is available at
www.schwab.com and www.aboutschwab.com.
TD Ameritrade Institutional, Division of TD Ameritrade, Inc.,
member FINRA/SIPC, a subsidiary of The Charles Schwab Corporation.
TD Ameritrade is a trademark jointly owned by TD Ameritrade IP
Company, Inc. and The Toronto-Dominion Bank.
The above-mentioned firms and their employees are not affiliated
with or employees of Schwab unless otherwise noted. Mention should
not be construed as a recommendation, endorsement of, or
sponsorship by Schwab. The views expressed are those of the third
party and are provided for informational purposes only. Experiences
expressed are no guarantee of future performance or success and may
not be representative of you or your experience.
Schwab Advisor Services™ serves independent investment advisors
and includes the custody, trading, and support of Schwab.
Independent investment advisors are not owned by, affiliated
with, or supervised by Schwab or TD Ameritrade, Inc.
Information in the advisor directory is made available by
Charles Schwab & Co., Inc. as a convenience. Inclusion in the
Directory does not constitute a recommendation, endorsement or
sponsorship of the RIA by Schwab. Each RIA in the Directory is
responsible for the content of its own listing, has voluntarily
agreed to be included, and does not pay to or receive from Schwab
any compensation relating to their listing. The Directory includes
some, but not all, of the RIAs that have an agreement with Schwab
and/or TD Ameritrade, Inc to provide custody, trading and other
support services relating to RIA client accounts that are
maintained at Schwab. The Directory is not all-inclusive and there
may be other RIA firms in your area.
©2022 Charles Schwab & Co., Inc. (“Schwab”) All rights
reserved. Member SIPC.
1122-2BUW
View source
version on businesswire.com: https://www.businesswire.com/news/home/20221102005247/en/
Joseph A. Giannone Charles Schwab (862) 370-9144
joseph.giannone@schwab.com
Liz Shaw The Neibart Group (732) 757-2119
sas@neibartgroup.com
Charles Schwab (NYSE:SCHW)
Historical Stock Chart
From Mar 2024 to Apr 2024
Charles Schwab (NYSE:SCHW)
Historical Stock Chart
From Apr 2023 to Apr 2024