A charged-up Walt Bettinger slams all non-Schwab robos at IMPACT 2014 with an energy appreciated by RIAs
The Schwab CEO's feistiness was just one unusual occurrence at the all-stops-out fete for high-end RIAs in the Mile High city
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 at 1:35 AM
Fidelity, others pounce on TD RIAs with a vengeance following Schwab merger, but Schwab finds a white knight to defend its new Texas fort, and, suddenly, Tom Nally's future seems clouded at 'Schwabitrade'
Former TD Ameritrade RIA chief and retail chief Tom Bradley will assist Bernie Clark in instilling trust and applying 'modern' service to the under$100-million crowd during an age of anxiety at both firms
December 10, 2019 at 2:05 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 at 10:52 PM
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
Top Executive: Sanjiv Mirchandani
Top Executive: Timothy D. Welsh
4,000 advisors? Schwab said there were 3,600 attendees not including exhibitors and sponsors. http://pressroom.aboutschwab.com/press-release/schwab-advisor-services-news/firmly-focused-future-ria-industry-schwabs-bernie-clark-c
Brooke, did you drop Welsh’s disclaimer about his clients that he mentions in his column?
And the technology updates include Schwab Advisor Portfolio Connect (formerly Project PM Squared) and Schwab Advisor Mobile Connect (formerly Schwab OpenView Mobile).
Schwab Advisor Services VP provided some highlights in this interview: <a href="http://youtu.be/MZrLjazvp8Y" rel="nofollow">http://youtu.be/MZrLjazvp8Y</a> (full disclosure: Redtail Technology supported the production costs of this video)
I want to apologize publicly to Tim. I got caught up in correcting ticky tacky details (4,000 vs. 2,000 advisors attending, no tech announcements, etc.).
I make plenty of my own mistakes when I publish. I’ll make my comments offline to Brooke and Tim so they have the opportunity to adjust the details.