Past News Releases
RSSNASHVILLE, Tenn. (PRWEB) February 10, 2021
Provincial Development Group’s President, Blain Wease is pleased to announce that we have accepted an invitation to join the Charles Schwab OpenView MarketSquare RIA Solutions Platform, an internal online resource exclusively for Schwab RIA Advisors, that custody with Schwab Advisor Services™.
As an approved solution provider within the Practice Management space, Provincial Development Group has increased their ability to offer their services to the more than 10,000 RIA’s that work with Schwab Advisors services, now that acquisition of TD Ameritrade is completed.
MarketSquare brings efficiency and robust resources to advisors’ solutions research, providing relevant information about service and technology providers, to help them make better-informed decisions. This enables Schwab to help their RIA’s leverage relationships with vetted and approved providers, across a wide spectrum of needs and desires that intersect with their wealth management firms.
Blain Wease stated, “We are grateful for our expanded relationship with Charles Schwab nationally, and the RIA’s that they support, and look forward to building on the momentum that has been increasing over the last several years.”
About Provincial Development Group, LLC
Provincial Development Group serves Wealth Management Firms by equipping their leaders to lead more effectively, build scale and realize sustainable growth. We accomplish this through an engaged and vibrant collaboration with our clients, that goes above and beyond the traditional parameters of consulting. Firms that partner with us appreciate the achievement of what matters most, compelling results that enable greater clarity, conviction and confidence. Our clients tell us they value the depth of our experience, our bias for progress and our integrated approach.
About Charles Schwab
At Charles Schwab we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients’ goals with passion and integrity.