Schwab Advisor Services Debuts National Television Advertising on Behalf of Independent Financial Advisors

Independent Advisors From Across The United States Featured In Made-For-TV Campaign

Monday, October 16, 2017 4:45 am PDT



Public Company Information:

"Our commitment to championing the independent model is core to our mission"

SAN FRANCISCO--(BUSINESS WIRE)--Schwab Advisor Services today launched a national television advertising campaign that supports independent financial advisors. Schwab’s Independent Difference” TV spots begin airing in steady rotation today on CNBC and Fox Business Network. The ads showcase independent advisors from across the nation who custody with Charles Schwab and articulate the importance of fiduciary advice and the ways in which the independent model is suited to meet the needs of high-net-worth investors.

“We are proud to be out in front on behalf of the industry using national television as a channel for raising awareness of independent financial advisors,” said Susan Forman, senior vice president and head of marketing for Schwab Advisor Services. “More and more investors are hearing about the fiduciary standard and have questions about what that means. As the largest custodian, we believe it is our responsibility to educate investors about the fiduciary model and the benefits independent advisors provide.”

The television campaign is the latest phase of Schwab’s ongoing advocacy and awareness efforts on behalf of independent advisors, which aim to educate high-net-worth investors on the attributes of the independent model and help drive investor preference for the space. In addition to airing on television, the “Independent Difference” ads will appear in print and across a wide range of online properties, where they will include extended online video placements.

Schwab has maintained a robust national marketing program on behalf of the independent model since launching the first phase of the current campaign in June 2016. As part of the initial effort, it launched the Independent Advisor Learning Center, a hub for investors to learn more about independent advisors. The site also includes a mobile-enhanced directory allowing investors to find and connect directly with an independent advisor in their region.

“Our commitment to championing the independent model is core to our mission,” said Bernie Clark, executive vice president and head of Schwab Advisor Services. “Our effort on behalf of advisors takes many forms: from advocacy on Capitol Hill, to helping attract and develop the next generation of advisors, to supporting important industry causes. We are so excited to amplify our campaign to national television and to continue our commitment to independent advisors.”

To view Schwab’s new television ads, visit the Independent Advisor Learning Center located online at

Go behind the scenes: For a glimpse into how the television spots were created, go behind the scenes with Schwab’s ‘making-of’ video short here.

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.

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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 and

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support of Schwab.

Independent investment advisors and Schwab are independent of each other and are not affiliated with, sponsored by, endorsed by, or supervised by each other. For informational purposes only.



Charles Schwab
Rob Farmer, 415-667-0083
Schwab Corporate Public Relations
The Neibart Group
Emily Serafin, 718-875-2122

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