Running a Firm
Schwab Enhances Business Consulting Services E-mail
Written by The Progressive Accountant   
Wednesday, 07 October 2009 02:24

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Schwab logoSchwab Advisor Services has added an online Technology Adoption Scorecard to its Business Consulting Services for that will provide advisors will a tool that can measure employee adoption of Schwab's online tools. The companies have also eliminated fees tied to Schwab’s Mergers & Acquisitions Listing Service, an online database that connects buyers and sellers
Schwab has also announced a new partnership with Advisor Impact that gives advisors preferred pricing on tools and resources, including its Client Audit: Enterprise product. Schwab also has decided that from July 2009 through June 30, 2010 it would waive commission on electronic equity trades and reimburse transfer of account fees charged by contra brokers through for new-to-Charles Schwab & Co. clients of independent investment advisors who open accounts by December 31 this year.

 


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