Discussion topics include fiduciary standards, cybersecurity, and advisor exams
WASHINGTON--(BUSINESS WIRE)--Schwab Advisor Services leaders are in Washington today for the Investment Adviser Association’s (IAA) Annual Lobbying Day. The Schwab contingent, led by Bernie Clark, executive vice president and head of Schwab Advisor Services, and Nick Georgis, senior vice president, business consulting services, Schwab Advisor Services, will be joined by four independent registered investment advisors (RIAs) who custody client assets with Schwab.
Schwab Corporate Public Relations
Meredith Richard, 646-343-7419
meredith.richard@schwab.com
or
The Neibart Group
Mayrav Weiss, 718-801-8864
sas@neibartgroup.com
