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Bernie Clark discloses that Schwab Advisor Services hit $1 trillion of assets -- and why the order for commemorative T-shirts is still on hold

The RIA custody leader may find it easier to promote its size as an advantage with a nice round nine-zero number

Wednesday, February 12, 2014 – 10:07 PM by Lisa Shidler
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Bernie Clark: Fidelity is half our size and TD is half their size and Pershing is half their size ... It's a long ladder.

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