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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

Author Brooke Southall February 3, 2010 at 7:27 AM
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Bernie Clark: Advisors just appreciate us understanding them and this [move] supports that understanding

Bernie Clark

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Jim McCool

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Tom Myers



Related Moves

June 7, 2024 at 11:17 PM

Walt Bettinger discloses expiration of unknown 'pact' to explain to Schwab investors why Bernie Clark, Peter Crawford and Joe Martinetto all chose to exit at once

The 'sort of informal' deal was struck in 2019, but never revealed to shareholders during the merger transition, until the departures were announced -- in one press release -- this month.

May 25, 2024 at 2:45 AM

Fidelity, others pounce on TD RIAs with a vengeance following Schwab merger, but Schwab finds a white knight to defend its new Texas fort, and, suddenly, Tom Nally's future seems clouded at 'Schwabitrade'

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December 10, 2019 at 2:05 AM


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