RIAs will get a big thumbs up and a warning against complacency in a fast changing industry today from Bernie Clark, executive vice president and head of Schwab Advisor Services.
"I'm extremely optimistic about the future of independent RIAs," Clark said in an interview as he was preparing to address about 180 advisors at Charles Schwab's annual EXPLORE conference in Laguna Nigel, Calif. Thursday morning.
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