Congratulations to Nathan Mersereau, President of Planning Alternatives, for being appointed to the national Schwab Advisor Services Advisory Board.
The Schwab Advisor Services Advisory Board consists of approximately 20 representatives of independent investment advisory firms (RIAs) who have been invited by Schwab management to participate in meetings and discussions of Schwab Advisor Services for independent advisory firms and their clients. Board members serve for two-year terms.
Advisory Board member ideas and feedback are instrumental in helping Schwab develop high-level strategies, as well as enhanced products, services and procedures, to better serve industry peers. Board members are asked to bring their own ideas and perspectives to the forum and to work to represent the views of other advisors across the industry.