Articles written by Guest Columnist Karl Thunemann

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Borzi: Exemptions from conflict of interest will be part of new fiduciary proposal

An easing of the ban against advisors accepting payment from money managers for selling their products may be in the works

May 7, 2013 — 3:14 AM UTC

Meredith Whitney blames '60 Minutes' for her muni 'call,' then doubles down on the 'hell' coming for muni bonds

In places like Stockton, Calif., bondholders are being paid, but cuts to public pensions, rising crime and slow emergency responses, cuts to sports, arts programs in the schools are the price

May 6, 2013 — 4:19 PM UTC

How I'm doing after my advisor left Schwab Private Client to join a $2 billion RIA

I pay a higher fee, visit a higher-rise building and may end up with a new level of advice

April 1, 2013 — 5:24 AM UTC

Why I moved my account from Schwab's RIA and what Chuck could do to improve Schwab Private Client

After the double defection of the assigned branch and portfolio manager, a loyal but disillusioned customer sends an emphatic message to the front office

February 1, 2013 — 6:36 AM UTC
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