Independent Advisors From Across The United States Featured In Made-For-TV Campaign
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 www.FindYourIndependentAdvisor.com.
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.
More information is available at www.aboutschwab.com.
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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.
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.
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