Articles tagged "Jim McCool"
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Eight years after historic Schwab-RIA rift, Jim McCool, the controversial former RIA chief and original Bettinger partner, exits
After McCool hastily axed alternative investments from Schwab RIA platform, Bernie Clark took the chief custody role as part of the healing process
July 6, 2017 at 11:07 PM
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 at 5:28 PM
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 at 3:48 PM
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 at 2:36 PM
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 at 7:27 AM
Jim McCool makes Bernie Clark the head of Schwab Advisor Services
Move brings Clark up a notch from sales and unifies a bifurcated structure
