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Better conversations. Better outcomes. | Presented by BMO Global Asset Management

Oct 30, 2019

The independent RIA channel has had sustained growth for over two decades. The desire for independence, innovative service models and transparency has fueled rapid growth.  Bernie Clark, Head of Schwab Advisor Services has been at the forefront of this evolution from a cottage business to over a 4 trillion dollar industry today. Bernie’s passion for helping independent advisors succeed in this space makes him the perfect person to share perspective and offer actionable advice for independent RIAs and those considering the move towards independence.

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