Regional Operations and Technology Workshop Series Kicks off on July 11
SAN FRANCISCO, June 28 /PRNewswire-FirstCall/ -- With many independent
investment advisor firms today growing at more than 40% annually, back
office efficiency is more important than ever before. To meet this need,
Schwab Institutional designed the SOLUTIONS 2007 Operations and
Technologies Workshops to help advisors get the maximum benefit from
technology applications they use every day. These one-day workshops for
Schwab Institutional advisory firms will include best practices derived
from Schwab Institutional's 20 years of working with some of the most
successful independent investment advisors in the industry.
"Last year, attendees told us that what they learned at SOLUTIONS saved
them 30 minutes every day," said Dan Skiles, vice president of technology
for Schwab Institutional. "That kind of time savings can add up and make a
huge difference in productivity for advisory firms, especially those that
are experiencing rapid growth."
The workshops will take place in 12 cities across the country during
July and August. For advisors who cannot attend any of the live events,
Schwab Institutional will offer SOLUTIONS 2007 in an on-demand webcast
format shortly after the last workshop has concluded. Schwab Institutional
clients can also view webcasts of the Solutions 2006 sessions at
http://www.schwabinstitutional.com.
The 2007 SOLUTIONS workshop agenda includes one general session on best
practices for saving time and increasing efficiency, as well as seven
different breakout sessions led by service and technology experts from
Schwab Institutional. The breakout sessions will feature peer roundtables
that bring together advisors facing similar business challenges. There will
also be sessions on streamlining the transfer of asset process and managing
complex accounts. For clients of Schwab Performance Technologies, there
will be sessions on using various aspects of PortfolioCenter more
effectively, including data management and performance reporting.
This year's SOLUTIONS workshops will be held in:
-- Dallas, TX - July 11 -- Los Angeles, CA - August 1
-- Atlanta, GA - July 17 -- Seattle, WA - August 2
-- St. Louis, MO - July 18 -- Columbus, OH - August 8
-- New York, NY - July 24 -- Chicago, IL - August 9
-- Baltimore, MD - July 25 -- Denver, CO - August 15
-- Boston, MA - July 26 -- San Francisco, CA - August 16
Anyone who is responsible for the firm's operations is invited to
attend, including experienced and new employees and advisors working with
Schwab Institutional. For more information, interested parties can visit
the SOLUTIONS web site to register http://www.schwabsolutions.com or call:
(800) 351-6339 or (415) 277-3273.
About Schwab Institutional
Schwab Institutional is a leading provider of custodial, operational
and trading support for independent fee-based investment advisors. This
year marks Schwab Institutional's 20th anniversary serving the independent
investment advisor industry. Since 1987, Schwab Institutional has supported
independent investment advisors by offering support and services to help
grow their businesses and help their clients reach their financial goals.
As of March 31, 2007, client assets custodied with Schwab Institutional
stood at $524.5 billion. These assets, managed by the approximately 5,000
independent advisor firms Schwab Institutional currently serves, represent
approximately 40 percent of total client assets custodied with The Charles
Schwab Corporation. Brokerage products offered by Schwab Institutional are
not FDIC insured, are not guaranteed deposits, and are subject to
investment risk, including the possible loss of principle invested. Schwab
Institutional is a division of Charles Schwab & Co., Inc.
About Charles Schwab
The Charles Schwab Corporation (Nasdaq: SCHW) is a leading provider of
financial services, with more than 300 offices and 6.9 million client
brokerage accounts, 1,128,000 corporate retirement plan participants,
165,000 banking accounts, and $1.4 trillion in client assets. 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, http://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 Schwab Institutional division. The Charles Schwab
Bank, N.A. (member FDIC) provides banking and mortgage services and
products. CyberTrader(R), Inc. (member SIPC, http://www.sipc.org) is an
electronic trading technology and brokerage firm providing services to
highly active, online traders. More information is available at
http://www.schwab.com. (0607-0942)
PortfolioCenter is a product of Schwab Performance Technologies(TM)
(SPT). Schwab Performance Technologies, Inc.(TM) is a subsidiary of The
Charles Schwab Corporation.
SOURCE Charles Schwab
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Related links:
http://www.schwab.com
CONTACT:
Lindsay Tiles of Charles Schwab,
+1-415-667-3997, Lindsay.Tiles@schwab.com
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