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Summary: Bernie Clark and Walter Bettinger came to Naples, Fla. with reservations made at the Ritz-Carlton but no reservations about delivering a party-is-almost-over message to 160 RIA principals, mostly managing firms that control assets in the billions.The senior vice president and head of Schwab’s RIA custody unit and the chief executive of The Charles Schwab Corp. co-headed the annual EXPLORE convention with the tricky mission of alerting the company’s biggest clients that the game is changing but that the game plan is still a work in progress
 Now is the time for independent advisors to actively focus on acquiring the next generation of clients and assets — especially given that the majority of advisors tell us they are planning for legacy."Bernie Clark, Executive Vice President and Head of Schwab Advisor Services. |
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