Charles Schwab (ticker: SCHW) will now automatically offer wealthy clients access to financial advisors and personalized services, a move the company hopes will boost its business with a lucrative and rapidly growing client segment.
Jonathan Craig, head of investor services at Charles Schwab, said the changes, which include new investment benefits and capabilities, “reflect our commitment to deliver meaningful differentiation to the growing number of high net worth clients we serve, who are more and more attracted by our range of. ..