Feb 10, 2011
Schwab eyes massive branch network expansion using independent operators
Leaner concept could become dominant retail channel for big San Francisco broker
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Leaner concept could become dominant retail channel for big San Francisco broker
Windward sold for a big premium but Schwab may be the bigger winner
The gathering includes big RIAs looking to learn from each other
San Francisco broker can cut commissions with relative impunity now that it has shifted primarily to fees
A fragmented industry gets under one tent
The Industry Sourcebook for RIAs