News, Vision & Voice for the Advisory Community


Schwab adds $2 billion of assets from Windhaven, with RIA help, and another $2 billion of assets from 41 new RIAs

Walter Bettinger lauds the 'fairly rapid growth' of the recent acquisition

Author Lisa Shidler May 1, 2012 at 2:45 PM
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Walt Bettinger: There's hundreds of billions in assets that are not under an advisory relationship.

Related Moves

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 at 12:53 AM

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