Schwab Accepting Nominations for Annual IMPACT Awards Honoring Independent Investment Advisors and Firms

Nomination Window Closes July 1, Winners to Be Announced at IMPACT® 2010

Thursday, June 24, 2010 9:00 am PDT



Public Company Information:

"Highest in Investor Satisfaction with Self-Directed Services"

SAN FRANCISCO--(BUSINESS WIRE)--Charles Schwab, a leading provider of custodial, operational and trading support for approximately 6,000 independent investment advisory firms, is currently accepting nominations for its annual IMPACT Awards. Now in its fifth year, the IMPACT Awards program honors advisors and firms that have advanced the industry through their visionary leadership, operational excellence and technology innovation. The winners will be announced at Schwab’s IMPACT 2010 conference, one of the nation’s largest and longest-running annual gatherings of independent investment advisors, which will be held October 26-29 at the Boston Convention Center.

The four awards are:

  • The Leadership Award will honor an individual trailblazer whose sustained vision, outstanding leadership, client commitment and community engagement clearly demonstrate the value of independent investment advice.
  • The Best-in-Business Award will be presented to an independent investment advisory firm for excellence in business management and client services.
  • The Best-in-Tech Award will honor an independent investment advisory firm that serves as a model for success in harnessing technology to extend the reach, responsiveness and growth of its business.
  • The Pacesetter Award will recognize an independent investment advisory firm in business for 10 years or less that has realized accelerated growth through strategic management, innovative practices, and ongoing investments in business capabilities.

Consulting firm FA Insight LLC will score all entries and a distinguished panel of judges from across the business world and financial services industry will select the winners in each of four IMPACT Award categories with final approval by Schwab. Advisors may nominate their firm for the Best-in-Tech, Best-in-Business or Pacesetter Awards, or nominate an individual industry trailblazer for the Leadership Award.

To submit nominations or for more information about the award program (including eligibility requirements and details on this year’s panel of judges), go to Nominations will be accepted through July 1, 2010 and the winners will be announced at IMPACT 2010 on October 28.

FA Insight LLC is not affiliated with or an employee of Charles Schwab & Co., Inc.

About Charles Schwab

The Charles Schwab Corporation (NYSE:SCHW) is a leading provider of financial services, with more than 300 offices and 7.9 million client brokerage accounts, 1.5 million corporate retirement plan participants, 794,000 banking accounts, and $1.4 trillion in client assets as of May 31, 2010. 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. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, 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; 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 mortgage services and products. More information is available at (0610-3899)

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