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Articles tagged "Bernie Clarke"


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Bernie Clark: 'I want to tell the positive story.'

Bernie Clark chides TD Ameritrade RIAs during Schwab IMPACT for publicly airing merger transition 'negatives,' but RIAs say Schwab was quick to grease squeaky wheels

The Schwab RIA chief told the 2,500 attendees that people with negative experiences should 'tell us before you spin out into another place...' and 'we'll figure it out.'

October 27, 2023 at 2:50 AM

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