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
Walt Bettinger axes current and former Schwab retail chiefs, Terri Kallsen and Andy Gill; funnels responsibilities to Jonathan Craig, for now
The Schwab CEO is 'restructuring,' which includes cutting the Chairman's Club program that sent 200 top performers to Hawaii on a free junket
July 24, 2019 – 12:53 AM
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.