Posts Tagged ‘Schwab Advisor Services’
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The Stakes Are High in the Fiduciary Standards Debate
On Tuesday, I was invited by Bernie Clark, the head of Schwab Advisor Services to meet with several members of Congress to discuss two of the most important issues facing Registered Investment Advisors (RIAs) – one that could potentially change the very meaning of the Fiduciary Standard. As an RIA and a fee-only advisory firm,…
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