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RJ & Makay

Our view of news, events and human capital trends in the financial services industry.
Tags >> independent RIA

Charles Schwab begins advisory franchise program

Posted by RJ and Makay on Jun 17, 2011

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Independent advisors will now have the opportunity to franchise local Schwab branches, Charles Schwab announced recently.  The program, Independent Branch Services, has already attracted interest from over 100 advisors, and the company plans to start serious negotiations later this month with prospective franchisees once it has finalized franchise disclosure documents.