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Dale Yahnke featured in “Schwab’s Bernie Clark Urges Advisors to Evolve; Unveils Robo-Advisor Upgrades”

By on October 26, 2016
Categories: D&Y UPDATES

Dale Yahnke was featured in ThinkAdvisor’s article regarding the Schwab Impact conference.

“The annual Schwab Impact conference opened formally for the second year in a row with an actual advisor greeting the nearly 5,000 attendees on Tuesday, with Dale Yahnke doing the honors this year, welcoming advisors to his home town of San Diego. Yahnke, a founding partner of the big fee-only RIA firm Dowling & Yahnke, spoke of how rewarding he’s found the annual gathering of RIAs who custody with Schwab, and bearing in mind the theme of this year’s conference, encouraged attendees to ‘have great conversations’ at the show.”

 

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