The Charles Schwab Trading & Technology Lab provides hands-on learning environment for students interested in pursuing a career as an Independent Registered Investment Advisor (RIA)
Public Company Information:
(BUSINESS WIRE)--The Charles Schwab Corporation (NYSE: SCHW):
Charles Schwab was honored today for its support of the University
of California, Irvine’s (UCI) Paul Merage School of Business
during a gala celebration at the University. Schwab teamed up with
2013 to create The Charles Schwab Trading & Technology Lab
which was completed this year and is now open to students.
The gala celebration was held on Thursday, May 7, 2015 at University of California, Irvine.
|Who:||Bernie Clark, executive vice president and head of Schwab Advisor Services accepted the University’s acknowledgement on Schwab’s behalf.|
|Why:||Schwab Advisor Services is passionate about the RIA model and believes strongly in the value it delivers to high-net-worth investors. Attracting young people to the RIA space is critical to the channel’s success going forward and Schwab is committed to working with educational institutions across the U.S. to help mentor, train and provide hands-on learning opportunities for students who will pursue a career with an RIA.|
Schwab Advisor Services engages in a wide range of efforts to support and advance the independent advisory industry. Activities include donations to non-profit organizations, as well as providing a voice in Washington, D.C. on regulatory and public affairs issues impacting RIAs. In 2013, Schwab Advisor Services launched the Schwab RIA Student Intern Program, an immersive, hands-on RIA industry-focused program designed to prepare undergraduate college students for employment with RIA firms. Schwab Advisor Services also established the IMPACT Awards in 2006 to honor advisors and firms that have advanced the industry through their visionary leadership, operational excellence and technology innovation. Schwab also created RIAStandsForYou.com, a multi-media national advertising campaign with a local marketing strategy that aims to support the RIA category and increase awareness of the independent advisory model among high net-worth investors.
About Charles Schwab
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.
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
Independent investment advisors are not owned by, affiliated with or supervised by Charles Schwab & Co. Inc.
Schwab Advisor Services provides custody and trading, as well as technology and other support services to independent investment advisors. It includes the custody, trading and related support services of Charles Schwab & Co., Inc. (“CS&Co”), a registered broker-dealer and member SIPC and the technology products and services of Schwab Performance Technologies (SPT) and of Schwab Intelligent Technologies (“SIT”). CS&Co, SIT and SPT are affiliated as separate subsidiaries of The Charles Schwab Corporation, but their respective products and services are independent of each other.
Schwab OpenView Gateway™ is offered by SIT and made available exclusively to advisors that custody client assets with CS&Co. PortfolioCenter® is offered by SPT.