Charles Schwab (ticker: SCHW) will now automatically offer wealthy customers access to financial advisors and personalized services, a move the company hopes will boost its business with a lucrative and fast-growing client segment.
Jonathan Craig, head of Investor Services at Charles Schwab, says the changes, which include new benefits and investment capabilities, “reflect our commitment to deliver meaningful differentiation for the growing number of wealthy clients we serve, who are increasingly attracted to our breadth of...
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