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How Schwab is calling out wirehouses with its 'accountability' blitz and what collateral effects could hit RIAs

Chuck's new money-back guarantee sends a 'shot across the bow' to wirehouses but Schwab RIAs won't be untouched

Thursday, December 26, 2013 – 5:17 PM by Kelly O'Mara
Admin:
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Charles 'Chuck' Schwab seems to be betting that Merrill Lynch won't try 'accountability' in its line-blurring ads

Related Moves

UBS bets its 'wealth' future on ex-Schwabbie Naureen Hassan, a corporate digital A-lister, who analysts give a fighting chance to transcend PaineWebber's ossified culture

Still a $2-billion cash-flow cow, the Swiss bank's 6,000-broker, US-based wirehouse is milking aging broker relationships with aging investors but needs a new kind of human presence, empathy, mindset and smarts to draw in Gen Z.

July 16, 2022 – 1:35 AM

Oleg Tishkevich builds instant McKinsey-killer in RIA consulting by offering gigs and equity to six solo stars, but good luck managing egos and economics, says someone who's been there

The restless Invent.us founder names (thus far) Tim Welsh, Suzanne Siracuse, Gavin Spitzner, Mark Hollingsworth and Brian Bleasdell as owners in exchange for being on call to tackle big gigs as a superteam

September 10, 2019 – 10:52 PM

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:

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh

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




Spiros Margaris

Spiros Margaris

April 15, 2014 — 4:50 PM

The Win-Win fee model, which was published in The Brave Step series by Margaris Advisory takes another approach to create a win-win situation between clients and brokerage firm or bank.

WIN-WIN FEE MODEL (where a big part of the fees are refunded if the performance does not meet promises or hurdles)

THE BRAVE STEP introduced a fee refund concept already on June 27, 2013.
http://www.margarisadvisory.com/review.html

Charles Schwab, the brokerage giant, introduced a new fee refund concept The Schwab Accountability GuaranteeTM on December 10, 2013.

Win-Win-Modell revolutioniert Gebührenmodell der Banken
June 27, 2013
http://insideparadeplatz.ch/2013/06/27/win-win-modell-revolutioniert-gebuehrenpolitik-der-banken/

The Win-Win Fee Model revolutionizes the banking fee business model
December 17, 2013
http://www.huffingtonpost.co.uk/margaris-advisory/winwin-fee-model-revoluti_b_4457298.html

http://www.smira-ponitke.ru/user/kopetpdzel/

http://www.smira-ponitke.ru/user/kopetpdzel/

June 26, 2014 — 12:18 AM

Apple’s keyboard dock accent for the iPad ($69) provides somebody of the easiest answers for including a tough keyboard for the gadget. It nonetheless are not able to contend having a cellular computer system or desktop laptop when it entails specialist typing and modifying capabilities, but numerous will figure out the common features of creating utilization of a full-dimensions keyboard.

http://www.helmig.com/vista/vdesktop.htm

http://www.helmig.com/vista/vdesktop.htm

June 26, 2014 — 1:50 AM

Happiness is one issue that a lot of of us might want to reach. It will certainly make existence superior and selling price honoring. Apart from getting an optimistic outlook in existence, it will help you build superior associations with men and women too. But, then not all people have attained contentment and that’s why we do not come to feel pleasure inside of our existence however.

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