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Articles tagged "Hewins Financial Advisors"


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Roger Hewins: The issue of conflict is real and complicated -- unavoidable, really.

What an RIA should make of Wall Street Journal's expose of how Schwab, Fidelity and TD Ameritrade's advice machines steer client assets

Product of a six-month of investigation, the Jason Zweig and Anne Tergesen-authored article alleges conflicts at the discount brokers are rife -- but RIA reactions to the revelations are textured

January 27, 2018 at 12:43 AM

Tom Lydon: They'll do well with this partnership.

How DFA is putting its John Hancock on the ETFs category

The deep-in-Texas manager is lending index help to the Boston giant but dodging cannibalization and channel conflict

July 15, 2015 at 4:45 PM

Roger Hewins: It comes with their 'approved investments' instead of ours, so its a non-starter.

With apprehension in the air, Schwab invites its RIAs to a one-hour meeting about robo-advice

Many of Schwab's 7,000 advisors are eager for robo-technology but are wary of what's behind the amiable blue facade

March 13, 2015 at 5:47 PM

Bernie Clark: Nearly 40% of RIA clients are retired, 30% are less than 10 years from retirement and 63% of those retired are withdrawing from portfolios, including from principal.

Framing it as opportunity, Bernie Clark delivers a chilling market warning at EXPLORE about the coming post-baby boom market

The Schwab chief tells 160 RIAs with $200-billion-plus of assets to learn to love and attract a poorer, younger, higher maintenance -- but lower mileage -- client pool

June 27, 2014 at 6:41 AM

Bob Oros: This is what cell phone companies do. They bring us in with a low entry fee and when it comes time, the switching costs don't seem worth it.

Fidelity counsels RIAs to suck it up and go after 'millionaires of tomorrow' but with a strict discipline

RIAs need to chop fees, stop counting pennies and, yes, babysit a bit to wrest these financial tweeners from discount brokers

January 24, 2014 at 6:36 PM

Andy Gill: We believe we'll continue to attract affluent clients at an accelerated pace.

Schwab drops pretense: $2-million clients its staple branch diet in bid for fresh $2 trillion

The San Francisco-based broker has named its composite perfect ideal client 'Tobin' -- representing a graying, masculine entreprenuer

November 5, 2013 at 6:07 AM

Marty Bicknell: I don't consider this to be an afterthought.

Marty Bicknell jumps into the mass market with no 'robo-advisors' and a missionary zeal

After amassing $6 billion in his RIA and $18.5 billion in his asset manager, the Mariner Holdings chief is opening FirstPoint, its Old Navy for the impecunious to fill a Gap

October 4, 2013 at 3:25 PM

Walter Bettinger: It's very difficult to take 'Talk to Chuck' and have that tie into, for example, our RIA business.

How Schwab's new 'owning it' advertisements position the firm to offer more advice -- and how RIAs factored into the brand rethink

CEO Walter Bettinger wants his company, long a kingpin in the discount brokerage realm, to become a 'challenger brand' again

August 6, 2013 at 2:32 AM

William Steiner: A lot of clients aren't paying attention to this.

How RIAs are helping their clients participate in confusing lawsuits

2008-2009 market meltdown settlements are just now coming to fruition, and giant RIAs are signing up with a filing firm to get in on the action

May 1, 2013 at 5:13 AM

When websites go down, however briefly, it rocks our world.

Schwab's website went down twice after two 'denial of service' attacks -- so what was up?

The San Francisco-based broker showed that even it's not immune to web fritz; RIAs take it in stride though not without administering a healthy dose of schadenfreude

April 24, 2013 at 5:10 PM

Roger Hewins:We don't use them. We don't even look at them.

Why Schwab handed Facebook and Apple 'F' ratings -- and why advisors seem unfazed

Clients may be perturbed by the flunking grades meted out to the popular Silicon Valley firms even as some RIAs discount the data as 'backward-looking'

January 21, 2013 at 2:53 AM

Bernie Clark says Windhaven's phenomenal growth has already justified the investment  in it and that ThomasPartners will follow a similar course of success.

A look inside Schwab's second big deal with a small asset manager

Using its RIA custody unit as a talent pool, the San Francisco giant is bringing ThomasPartners into primetime.

October 17, 2012 at 3:07 PM

Dean Stange: I think if anyone came to us having been pitched a blind trust, we'd talk them out of it.

What Mitt Romney might not know about blind trusts

Views on these black boxes for big chunks of cash are hardly unanimous

October 11, 2012 at 2:34 AM

Roger Hewins: We're all pretty upset about it.

Two accounting firms abandon merger talks leaving giant Schwab RIA surprised and crestfallen

Wipfli and Eide Bailly suddenly quit the field leaving industry observers -- not to mention Hewins Financial -- wondering why

February 29, 2012 at 5:17 AM

Roger Hewins: We’re talking about now having 22 locations in 12 states.

A $2.6 billion Schwab RIA grapples with gaining a $420 million Securities America rep firm -- and a big footprint

The Wipfli-Eide Bailly accounting merger doubles Hewins Financial Advisors' opportunity to convert CPA client funds to AUM, analysts say

January 13, 2012 at 4:06 AM

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