New National Ad Campaign from Schwab Advisor Services Highlights Success of Independent Advisors and the Importance of Custodial Partnership

Monday, April 24, 2017 12:00 pm PDT

Dateline:

SAN FRANCISCO

Public Company Information:

NYSE:
SCHW
"After launching our independent practice, we have grown from $19 million to $700 million in assets under management"

SAN FRANCISCO--(BUSINESS WIRE)--Schwab Advisor Services today announced the launch of a new phase of its national advertising campaign that tells the success stories of independent advisors. The new campaign features advisors from a diverse array of firms sharing stories of their firms’ growth and evolution against the backdrop of their relationship with Schwab. The campaign debuted this month in print media and on digital properties, along with a complementing component of thought leadership material, case studies, and actionable resources for advisors who are considering independence.

“High-net-worth investors understand and value the benefits of customized, fiduciary advice, and there has never been a better time for advisors to consider going independent,” said Bernie Clark, executive vice president and head of Schwab Advisor Services. “Independent advisors are the growth story in the advice industry today. As Schwab has done for the past three decades, we will continue to champion their growth as new generations come to demand the advice, service, and solutions that independent advisors can deliver.”

The new phase of the campaign builds on Schwab’s “My Independence Day” ads, which launched in 2014, by continuing to celebrate independent advisors and their personal success stories. The new campaign explores considerations and opportunities associated with going independent and shows how Schwab supports advisors as they make the transition and ultimately build enduring businesses.

“We are passionate about the independent advice industry and its practitioners,” said Susan Forman, senior vice president and head of marketing for Schwab Advisor Services. “Advisors are the focus of our advertising because it’s about their stories, their journeys to independence, and the work they do for their clients that inspires us and the work that we do as the largest custodian in the industry. Every day, they make a difference in the industry and for investors and we celebrate that, while also inviting more advisors and teams to consider independence.”

Among the advisors featured in the campaign is Kent Skornia, president and CEO of Krilogy Financial, who shared a personal perspective about how his firm has developed. “After launching our independent practice, we have grown from $19 million to $700 million in assets under management,” he said. “Our growth has been powered by our financial planning, investment management, and client service approach as well as our strategic relationship with Schwab that has enabled us to build a business that can effectively compete and grow.”

Schwab Advisor Services also continues the national campaign it launched last year to advocate directly for independent advisors and raise awareness of the benefits of independent advice among high-net-worth investors. The campaign includes print and digital media as well as an Independent Advisor Learning Center that allows investors to learn more about the independent advice model and connect directly with independent advisors in their region through a mobile-enhanced directory.

To learn more about the campaign, visit advisorservices.schwab.com.

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, www.sipc.org), 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.

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support of Charles Schwab & Co., Inc., (“Schwab”)

Independent investment advisors are not owned by, affiliated with or supervised by Schwab.

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Contact:

Schwab Corporate Public Relations
Rob Farmer, 415-667-0083
rob.farmer@schwab.com
or
The Neibart Group
Mayrav Weiss, 718-801-8864
sas@neibartgroup.com

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