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Schwab and Texas Tech Celebrate Opening of Newly Remodeled Charles Schwab Personal Financial Plannin

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By Business Wirevia The Motley Fool

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Schwab and Texas Tech Celebrate Opening of Newly Remodeled Charles Schwab Personal Financial Planning Technology Complex

New Schwab Study Finds Next Generation Financial Professionals Drawn to Relationship Management Roles and Want to Create Careers on Their Own Terms

SAN FRANCISCO–(BUSINESS WIRE)– Charles Schwab and Texas Tech University celebrated the opening last week of thenewly renovated Charles Schwab Personal Financial Planning Technology Complex1 at a ribbon cutting event attended by university faculty, students and financial professionals currently studying at Texas Tech for CE credits. Over the past several years, Schwab has contributed millions of dollars in support to universities and has developed programs to help mentor, train and provide hands-on learning experiences for future financial services professionals.

Schwab’s Bernie Clark addresses the crowd at ribbon cutting event at Texas Tech. (Photo: Business Wire)

The Charles Schwab Personal Financial Planning Technology Complex at Texas Tech, originally constructed in 2009, is used today by more than 300 undergraduate and graduate students in the University’s Personal Financial Planning Department. It is an approximately 4,500 square foot facility that now includes two state-of-the art classrooms, a 16-unit technology lab, a high-tech conference room, and a recording room to produce high-quality distance education modules.

“Attracting young people to the RIA space is critical to the channel’s success going forward,” said Bernie Clark, head of Schwab Advisor Services. “We are honored to be working with Texas Tech and other universities to provide support for young people entering the business so that they can be strong champions for the independent advice model in the decades to come.”

In early February, Schwab conducted a study with students at Texas Tech to gain their perspective on the financial services industry.

Schwab Study Findings: Attracting and Retaining the Next Generation

Today’s developing financial advisors are gravitating to a career where they can interact daily with people and have a role in relationship management (69%), as well as do work that matters and help others achieve their goals (63%), according to a recent survey conducted by Schwab Advisor Services among more than 100 students studying Personal Financial Planning at Texas Tech University.

Additional study findings include:

Business, Finance, Occupation & Industry

Enterprise Expert Jason McNicol Joins ABI Research

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By Business Wirevia The Motley Fool

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Enterprise Expert Jason McNicol Joins ABI Research

OYSTER BAY, N.Y.–(BUSINESS WIRE)– ABI Research announces that enterprise authority Jason McNicol has joined the company in the position of senior analyst. In his role at ABI he will primarily focus on enterprise mobility management services and enterprise applications for smartphones and tablets. His research responsibilities will also include assessment of vertical markets, enterprise 4G services, and demand and supply side business model analysis.

Before joining ABI Research, Jason was a Senior Research Marketing Analyst at Cox Communications where he was responsible for deep market segmentation and company performance/forecasting analyses. Other experience includes assisting local start-ups with business plan assessments and teaching various university level business courses. Jason holds a BBA from Texas Tech University, and MBA and PhD from University of Texas at El Paso.

Enterprise practice director Dan Shey comments, “In a market with a complex array of devices, applications and services, Jason’s expertise will help suppliers and businesses identify the right opportunities to become more connected, smarter, and mobile.”

For more information about enterprise services covered by Jason, please visit ABI Research’s Enterprise Mobile Devices (http://www.abiresearch.com/research/service/enterprise-mobile-devices/), Enterprise Mobility Applications and Services (http://www.abiresearch.com/research/service/enterprise-mobility-applications-and-services/) and Mobile Enterprise Technologies Research Services (http://www.abiresearch.com/research/service/mobile-enterprise-technologies/) which include Research Analyses, Competitive Assessments, Insights, and Market Data products.

ABI Research provides in-depth analysis and quantitative forecasting of trends in global connectivity and other emerging technologies. From offices in North America, Europe and Asia, ABI Research’s worldwide team of experts advises thousands of decision makers through 70+ research and advisory services. Est. 1990. For more information visit www.abiresearch.com, or call +1.516.624.2500.

ABI Research
Christine Gallen, +1-516-624-2542
pr@abiresearch.com

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