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8 takeaways from Schwab's earnings report and commentary including: We are 'full-service', dammit

The San Francisco-based company is upping its rhetoric relating to its bid to bring higher-level investment counsel to high net worth investors

Friday, July 18, 2014 – 7:49 PM by Brooke Southall
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Walter Bettinger: With the right full-service model for serving today’s investors, we are driving sustained momentum in our business.

Related Moves

Walt Bettinger sheds 'president' title and Bernie Clark gets new boss as Schwab appoints Rick Wurster as president and No. 2 in charge

The Schwab CEO gets 2016 'Windhaven' hire to share burden of governance from enormity of $8-trillion post-TDA, post-USAA, post-Motif growth.

December 20, 2021 – 11:59 PM

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


Mentioned in this article:

Aite Group
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Top Executive: Frank Rizza




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