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Schwab's 'Carl' Ads Not a Knock on RIAs: CEO
News November 12, 2025 at 05:42 PM
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What You Need To Know
- The ads depict a stockbroker who can't compete with Schwab.
- The CEO of a rival firm called the campaign "a slap in the face of the advisors that use them for custody.”
- "You should use the opportunity of Carl to have a conversation with prospects and clients about how you're different," Rick Wurster told RIAs at Schwab Impact.
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