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Some Schwab independent branches are raking in assets as much as 200% above goals, Schwab CEO says

Analysts applaud the scant data but one RIA has the opposite reaction to what Walt Bettinger said

Author Brooke Southall May 2, 2013 at 8:15 PM
Admin:
no description available
Walter Bettinger: We did not expect conflict. We're not seeing it.

Stephen Winks

Stephen Winks

May 2, 2013 — 8:29 PM

Schwab has found a model where young supremely trained MBAs with a major in Financial Planning can be among the best compensated graduates in their class.

Wonderful idea, wonderful career path and very much aligned with where the industry has to head in reconciling the massive retirement wave of advisors in their mid to late 50’s.

SCW

MM745

MM745

May 6, 2013 — 8:42 PM

How much of year one assets are assets consolidated from former employers?

Brooke Southall

Brooke Southall

May 6, 2013 — 9:07 PM

An astute question. The answer may not be easy to get.

Brooke


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Mentioned in this article:

Tiburon Strategic Advisors
Consulting Firm
Top Executive: Charles Roame

Finetooth Consulting
Consulting Firm
Top Executive: Ryan Shanks

FA Match
Consulting Firm, Specialized Breakaway Service, Recruiter
Top Executive: Ryan Shanks



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