People Moves Related to "Charles Schwab plans to keep or self-refer all sub-$2-million accounts in 'seismic' shift for many RIAs -- and 'gloves off' for Schwab's wealth management evolution"
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Rick Wurster is 'ideally prepared,' for CEO role, says Charles R. 'Chuck' Schwab -- he practically runs the company, advances the business model and actually lives in Texas
The president and CEO-in-waiting has all but Walt Bettinger reporting to him, and spearheads huge initiatives in alts, banking, private banking and proprietary investments
October 5, 2024 at 3:01 AM
Walter Bettinger joins Charles Schwab Corp. mass executive exodus, leaving a very complex CEO puzzle to solve for his young, ex-McKinsey successor
CEO grew the company by $8 trillion in assets to 'powerhouse' status amid significant accomplishments -- sans RIA mention -- but shares are sagging, and its bank remains a sore subject.
