Articles tagged "Walt Bettinger"


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As Bernie Clark and Walt Bettinger go on offense, LPL and Wells Fargo names get named and a B2C robo dry-up gets foretold at Schwab IMPACT in San Diego

The Schwab CEO, buoyed by his robo, robust quarterly results and DOL fallout at competitors is on offense -- a state of being RIAs can relate to

October 28, 2016 — 6:41 PM UTC

Amid hail of DOL questions, Walt Bettinger calls RIAs' draining OneSource 'identified' risk, and explains away LPL/ RBC/BBVA picks of BlackRock FutureAdvisor over Schwab robo

Schwab CEO admits he underappreciated 'brand' barrier in selling Schwab robo on B2B basis, and DOL 'best interest' issue hangs fire

April 22, 2016 — 9:23 PM UTC

Schwab's former retail chief ends garden leave with two new gigs -- as chief of HD Vest holding company, and as Betterment CEO's operations confidante

John Clendening is now CEO of Blucora and a director at Betterment -- and a new resident of Bellevue. Wash.

April 12, 2016 — 9:58 PM UTC

Why Schwab execs are 'proud' of holding at $1-trillion custody mark first achieved in 2013 -- and what makes them pleased with its existing 25% RIA custody market share

Candidly canvassing 2015 dings -- including a $12 billion RIA defection -- Walt Bettinger seems at peace with vigilantly guarding Schwab's mighty quarter of the RIA asset pie

February 22, 2016 — 6:43 PM UTC

The 10 biggest RIA moves of 2015 and what conclusions to draw from them

PE dollars, succession angst, women executives seeking same and, of course, the robo sweepstakes spurred these advisor-entrepreneurs to dare and to risk much

January 4, 2016 — 9:28 PM UTC

Walt Bettinger unbites his lip and ignites a Schwab IMPACT Twitter squall and the RIA custody show goes on

Tweets connected Schwab CEO remarks to Wealthfront's chippy chief -- red meat to the de facto hometown crowd of advisors

November 16, 2015 — 7:53 PM UTC

9 questions to ask Schwab execs when you buttonhole them in Boston at IMPACT 2015

$23 trillion of AUM is there for the taking -- but how exactly does Schwab propose help RIAs win that discovered bounty?

November 13, 2015 — 12:31 AM UTC

Schwab's robo spikes suddenly to nearer $5 billion as 500 RIAs sign on

San Francisco giant also claims the assets, despite being managed for 'free,' produce better revenues than the self-directed accounts they are cannibalized from

October 27, 2015 — 8:13 PM UTC

As Schwab edges closer to letting RIAs in as 401(k) middlemen, leaked details suggest to some that the firm still marginalizes the advisor

Though RIAs technically gain a seat at the Schwab index 401(k) table, they still don't have much say about how assets get invested

October 8, 2015 — 11:21 PM UTC

Schwab alerts its RIAs that it will liquidate client money market holdings by Dec. 1

The San Francisco-based broker is shipping all cash in sub-$500K accounts to its bank

September 30, 2015 — 8:35 PM UTC