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More than 5,000 attendees spent the week in San Diego at the Schwab IMPACT Conference, hearing from the likes of Charles Schwab himself and attending events like a One Republic concert.
The markets tend not to overreact to most turbulent political and social environments, said Michael Townsend, Schwab’s head of legislative and regulatory affairs.
The firm has launched a single-signature feature for clients, as well as simplified billing, and integrated workflows introduced for financial advisors.