Jim McCool makes Bernie Clark the head of Schwab Advisor Services
Move brings Clark up a notch from sales and unifies a bifurcated structure
Author Brooke Southall February 2, 2010 at 6:12 PM
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Fidelity, others pounce on TD RIAs with a vengeance following Schwab merger, but Schwab finds a white knight to defend its new Texas fort, and, suddenly, Tom Nally's future seems clouded at 'Schwabitrade'
Former TD Ameritrade RIA chief and retail chief Tom Bradley will assist Bernie Clark in instilling trust and applying 'modern' service to the under$100-million crowd during an age of anxiety at both firms
