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The indexes are down along with the value of many clients’ portfolios, investor confidence is shaky at best, and the wealthy want some answers. That is exactly what Daniel O. Leemon intends to offer during his opening remarks at Schwab’s IMPACT 2002 conference October 27-30 in Washington, D.C. As executive VP and chief strategy officer for The Charles Schwab Corporation, Leemon will offer his perspectives on the current state of the affluent market and advisor opportunities. The affluent need a different kind of advice than other investors, he says: “There are a number of opportunities arising within [the affluent market] that advisors need to address.”


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