Smaller advisers eye national market as competition increases

12/13/2011 | Registered Rep.

Charles Schwab is gearing up to launch its Schwab Private Client Investment Advisory practice for high-net-worth clients in January. The move has put some regional firms on the defensive, and several are boosting efforts to expand their client lists nationally. They include Kansas-based Mariner Wealth Advisors, which is aiming to have $20 billion in assets under management by 2016.

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