You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Charles Schwab, the country’s largest custodian to registered investment advisors, has made its client referral program to advisors a little more selective as part of an overall effort to “modernize” a program it first set up in 2002. In an SEC filing dated Dec. 11, the Westlake, Texas-based firm stated that those in its Schwab Advisor Network would need to have assets under management of at le ...