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

Using its RIA custody unit as a talent pool, the San Francisco giant is bringing ThomasPartners into primetime.

Wednesday, October 17, 2012 – 3:07 PM by Lisa Shidler and Brooke Southall
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Bernie Clark says Windhaven's phenomenal growth has already justified the investment in it and that ThomasPartners will follow a similar course of success.

Related Moves

Dan Seivert's ripping success in RIA M&A deals has odd side effect of having some sidearm staff leave for new vistas

Carolyn Armitage and Mark Bruno left to mutual benefit, while Echelon Partners roars on, feeding the beast of deal-crazed RIA buyers and sellers.

July 20, 2021 – 1:17 AM

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

Free of 2012 merger entanglements, Roger Hewins's second RIA act is on a hiring binge after zeroing in on women as target market -- knowing full well the gender tilt never seems to work

'Team Hewins' has some old hands from Redwood City, San Francisco, Boca Raton, and Miami overseeing billion of dollars and a push to create a place where the culture trumps pink-and-shrink in making notoriously leery women get invested

April 23, 2019 – 6:31 PM


Mentioned in this article:

Team Hewins
RIA Seeking to Hire Advisors
Top Executive: Roger Hewins




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