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CHARLES SCHWAB

Rick Wurster discloses sweeping Schwab plan to flip up to 31% of its self-directed book of business into its RIA, Schwab Wealth Advisory, calling house retail clients 'unmatched conversion funnel'

The Schwab CEO told Wall Street today that converting DIY accounts to ones with Schwab advice provides triple the return on corporate capital, and 95% of Schwab's book remains unadvised fertile ground.
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Aug 322:23 ETRIABiz

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