Tag: Independent financial advisor
For the third year in a row, Schwab Institutional is running a series of TV commercials in support of independent Registered Investment Advisor firms. That’s us! The commercials are an extension of Schwab’s long-running advertising campaign, focused on helping the public understand why terms like “independent,” “fiduciary,” and “Registered Investment Advisor” matter – or at least should matter – to anyone seeking solid financial advice.
You can see the TV ads now through mid-May on CNBC, Fox Business, Bloomberg TV and Golf Channel. They stand out to us for their emphasis on the right kinds of questions to ask when assessing a financial advisor. While most financial services advertising is aimed at products and sales, we’d say Schwab gets it right. Here’s our favorite:
Schwab’s ad campaign is hardly the reason we do business with them. But it’s one more way their thinking aligns with ours, as we turn to them for holding our own, and our clients’ personal investments.