Schwab Advisor Services Q&A on Twitter: Tim Oden to Answer Questions About Moving to the RIA Model via @Schwab4RIAs

Monday, March 26, 2012 8:00 am PDT

Public Company Information:

NYSE:
SCHW

(BUSINESS WIRE)--Charles Schwab Corporation (NYSE:SCHW):

WHAT:

As part of Schwab Advisor Services’ ongoing commitment to helping financial advisors considering a move to the RIA model, Tim Oden, Senior Managing Director of Business Development, will be taking questions about the move to independence via Schwab Advisor Services’ Twitter handle @Schwab4RIAs.

From Monday, Mar. 26 at 9 a.m. PDT to Monday, Apr. 9 at 5 p.m. PDT, advisors and media can submit questions via Twitter by using #SchwabQA. Select questions will be answered via Twitter on Friday, Apr. 13. Not all questions can receive direct responses; however topics will be considered for future related blog posts found on Schwab Talk.

The planned Q&A follows the recent release of a survey by Schwab Advisor Services which found the majority of investment advisors expect an increase in advisors moving to independence. In fact, more than half of investment advisors surveyed find the idea of becoming an RIA appealing, and there is even stronger interest from those under age 40.

WHO:

Tim Oden, Senior Managing Director, Business Development, Charles Schwab
[Watch Tim Oden talking about the steps to going independent]

WHEN:

Tim Oden will be taking questions from Monday, Mar. 26 at 9 a.m. PDT to Monday, Apr. 9 at 5 p.m. PDT and offering responses on Friday, Apr. 13.

WHERE:

@Schwab4RIAs, the Schwab Advisor Services’ Twitter channel

About Schwab on Twitter

Launched in October 2010, @Schwab4RIAs shares news and insights for advisors. In addition, Schwab also launched @CharlesSchwab in May 2010, which shares news and insights for investors, as well as @SchwabMoneyWise, which was launched in June of 2010 and offers guidance to financial novices and young people just getting started on saving and investing.

About Charles Schwab

The Charles Schwab Corporation (NYSE:SCHW) is a leading provider of financial services, with more than 300 offices and 8.6 million client brokerage accounts, 1.5 million corporate retirement plan participants, 794,000 banking accounts, and $1.81 trillion in client assets as of Feb. 29, 2012. Through its operating subsidiaries, the company 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; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through its Advisor Services division. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides trust and custody services, banking and mortgage services and products. More information is available at www.schwab.com and www.aboutschwab.com. (0312-2005)

Follow us on Twitter: @Schwab4RIAs and @CharlesSchwab
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Photos/Multimedia Gallery Available: http://www.businesswire.com/cgi-bin/mmg.cgi?eid=50216499&lang=en

Contact:

Charles Schwab
Jennifer Davis, 415-667-0181
jennifer.davis@schwab.com
or
The Neibart Group
Sarah Gormley, 718-875-2122
sgormley@neibartgroup.com

Multimedia Files:

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Tim Oden, senior managing director of Business Development, Schwab Advisor Services (Photo: Business Wire)
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