News, Vision & Voice for the Advisory Community


A look inside Schwab's big deal with a small asset manager

Windward sold for a big premium but Schwab may be the bigger winner

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Stephen J. Cucchiaro spoke with Chuck Schwab and Walt Bettinger before deciding to sell his company to theirs.

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Walt Bettinger axes current and former Schwab retail chiefs, Terri Kallsen and Andy Gill; funnels responsibilities to Jonathan Craig, for now

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July 24, 2019 at 12:53 AM

Jeff Spears

Jeff Spears

September 2, 2010 — 8:54 PM

While I agree with Dan’s comment that it could be viewed as a controversial aquisition through the lense of Schwab’s RIA clients, it won’t be the first controversial decision made by Schwab in the last few years. The hedge fund custody decision (while it has been reversed) ruffled alot more RIAs feathers than Windward will.

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