Products
ExpertPlan Partners with Schwab to Reach RIAs
ExpertPlan and Charles Schwab Trust Company (CSTC) have teamed up to
create a new trading platform under which Schwab will perform custody,
trust, and clearing services for plans administered by ExpertPlan.
Reported by Fred Schneyer
“Considering the vast national network of registered investment advisors (RIAs) conducting their business with CSTC, and their interest in partnering with an independent recordkeeper, it makes great business sense for ExpertPlan to offer the company as a custodial option,” said Tom Zgainer, ExpertPlan senior vice president of sales and business development, in the announcement.