People Moves Related to "Schwab spills robo-beans to Wall Street, including a Schwab Bank wrinkle, cannibalization rates and the algorithm's distaste for OneSource funds"
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Walt Bettinger axes current and former Schwab retail chiefs, Terri Kallsen and Andy Gill; funnels responsibilities to Jonathan Craig, for now
Jul 24, 2019The Schwab CEO is 'restructuring,' which includes cutting the Chairman's Club program that sent 200 top performers to Hawaii on a free junket
Schwab creates 'organization' for Neesha Hathi to head up at intersection of wealth and banking, after Rick Wurster identifies it as the 'No. 1 thing' from RIAs -- analysts say not so much
Jan 30, 2026With bank loans and RIA custody silos under Schwab's power, the Schwab CEO will 'organize' them together, and a respected, trusted executive will take it all on.
RIA executives who defined $5.5 trillion, 12-year growth run in RIA biz represent new resource -- 'on-tap' senior advisory talent
Jul 11, 2025Of 19 noted CEOs who relinquished the top job since Feb. 2023, 16 now serve in advisory positions at dozens of firms.