News, Vision & Voice for the Advisory Community


Charles Schwab & Co. is following an 'omni-channel approach' to fully open 406 branches, while rival Fidelity is taking a more cautious approach to COVID

The Westlake, Texas company, ironically, brought in record Q2 assets with branch office doors locked, but the company is reopening all offices

Author Brooke Southall
July 27, 2021 at 2:11 AM
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Walter Bettinger: Our branch network remains integral to our approach, and we successfully re-opened nearly all of our 406 branches, including 80 independent branches during the second quarter.



August 6, 2021 — 10:50 PM
Email sent today from leadership reversing previous email requiring masks due to Delta surge- leadership changed mind & will continue to not require masks or vaccines for employees in the office.


August 7, 2021 — 5:05 AM
Hi Robin, How long was the mask rule in place and whjat changed? Thanks, Brooke P.S. You can email me brooke@riabiz.com

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