Brokers Are From Mars, Women Are From Venus

But Schwab aims to get the two in sync

The idea took shape at dinner two years ago. Charles Schwab, founder of the eponymous San Francisco firm that pioneered discount brokerage, told his daughter, Carrie Schwab Pomerantz, about a family friend who called to ask what she should do with a large divorce settlement. "Dad," Pomerantz responded, "how many women can ask you personally for investment advice?"

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