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Articles tagged "Jim McCool"


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Jim McCool got off on the wrong foot with RIAs, paving the way for a Bernie Clark era.

Eight years after historic Schwab-RIA rift, Jim McCool, the controversial former RIA chief and original Bettinger partner, exits

After McCool hastily axed alternative investments from Schwab RIA platform, Bernie Clark took the chief custody role as part of the healing process

July 6, 2017 at 11:07 PM

Schwab is hoping Terri Kallsen's stint at USAA will equip her lead the crusade to capture high-end investors.

Schwab promotes relative newcomer Terri Kallsen to head retail, with John Clendening getting the golden parachute and Andy Gill transitioned

The hire from USAA is a nod to that firm's success inspiring loyalty but Kallsen will need to break the streak of short-lived tenures in that position

January 16, 2015 at 5:28 PM

Heather Ettinger: This year was 180 degrees different ... [Bettinger's] chemistry with advisors seemed so much better.

Walt Bettinger's comments on threats facing RIAs clinched success at Schwab's EXPLORE 2012

150 top RIA execs with $150 billion-plus in combined firm AUM gathered in Dana Point, Calif., last week

June 27, 2012 at 3:48 PM

Roger Hewins: It was worth being there when you got there.

Schwab EXPLORE goes deep into the Rockies with big RIAs

Top executives from corporate, Advisor Services and Windhaven mingled with advisors representing 5% of RIA assets in U.S.

June 27, 2011 at 2:36 PM

Bernie Clark: Advisors just appreciate us understanding them and this [move] supports that understanding

Why RIAs see Bernie Clark's appointment at Schwab as a positive event

The new head of the RIA unit needs no introduction for most Schwab advisors

February 3, 2010 at 7:27 AM

Jim McCool handed over some of his duties to Bernie Clark to sharpen focus

Jim McCool makes Bernie Clark the head of Schwab Advisor Services

Move brings Clark up a notch from sales and unifies a bifurcated structure

February 2, 2010 at 6:12 PM

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