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Schwab grabs astounding $1.5 billion of robo assets in six weeks, but mostly from itself

Walt Bettinger boasts of 'hundreds of new accounts daily' for Schwab Intelligent Portfolios then fences with Wall Street analysts who beg details

Author Brooke Southall April 24, 2015 at 9:58 PM
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Walt Bettinger: As time goes on, the weighting of new-to-firm clients is growing.

Robo-Advisors



Related Moves

July 16, 2022 at 1:35 AM

Walt Bettinger axes current and former Schwab retail chiefs, Terri Kallsen and Andy Gill; funnels responsibilities to Jonathan Craig, for now

The Schwab CEO is 'restructuring,' which includes cutting the Chairman's Club program that sent 200 top performers to Hawaii on a free junket

July 24, 2019 at 12:53 AM


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