Articles tagged "Jim McCool"


HeadlinePublish date

Schwab promotes relative newcomer Terri Kallsen to head retail, with John Clendening getting the golden parachute and Andy Gill transitioned

The hire from USAA is a nod to that firm's success inspiring loyalty but Kallsen will need to break the streak of short-lived tenures in that position

January 16, 2015 — 5:28 PM UTC

Walt Bettinger's comments on threats facing RIAs clinched success at Schwab's EXPLORE 2012

150 top RIA execs with $150 billion-plus in combined firm AUM gathered in Dana Point, Calif., last week

June 27, 2012 — 3:48 PM UTC

Schwab EXPLORE goes deep into the Rockies with big RIAs

Top executives from corporate, Advisor Services and Windhaven mingled with advisors representing 5% of RIA assets in U.S.

June 27, 2011 — 2:36 PM UTC

Why RIAs see Bernie Clark's appointment at Schwab as a positive event

The new head of the RIA unit needs no introduction for most Schwab advisors

February 3, 2010 — 7:27 AM UTC

Jim McCool makes Bernie Clark the head of Schwab Advisor Services

Move brings Clark up a notch from sales and unifies a bifurcated structure

February 2, 2010 — 6:12 PM UTC
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