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How I'm doing after my advisor left Schwab Private Client to join a $2 billion RIA

I pay a higher fee, visit a higher-rise building and may end up with a new level of advice

Monday, April 1, 2013 – 5:24 AM by Guest Columnist Karl Thunemann
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Karl Thunemann: I realized that it is a lot easier to be dispassionately critical of a financial company you've just left than of one you've just connected with.

Related Moves

Chuck Schwab reveals Part B, doubling-down on Walt Bettinger by making him co-chair, a day after Part A -- wagering $15 billion from the Schwab corporate treasury on the CEO's future leadership

The 84 year-old founder's elevation of his 61-year-old protege may foretell bigger fireworks from Rick Wurster who recently took over many of Bettinger's CEO duties, one executive recruiter says.

July 30, 2022 – 12:41 AM



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