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Articles tagged "Walt Bettinger"


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Walt Bettinger: We saw new enrollments spike as the market fell.

Schwab's robo spikes suddenly to nearer $5 billion as 500 RIAs sign on

San Francisco giant also claims the assets, despite being managed for 'free,' produce better revenues than the self-directed accounts they are cannibalized from

October 27, 2015 at 8:13 PM

Randy Long: I think Schwab's only real interest in the 401(k) space is to capture rollovers.

As Schwab edges closer to letting RIAs in as 401(k) middlemen, leaked details suggest to some that the firm still marginalizes the advisor

Though RIAs technically gain a seat at the Schwab index 401(k) table, they still don't have much say about how assets get invested

October 8, 2015 at 11:21 PM

Paul Woolway is making Schwab Bank grow fast with help from RIAs.

Schwab alerts its RIAs that it will liquidate client money market holdings by Dec. 1

The San Francisco-based broker is shipping all cash in sub-$500K accounts to its bank

September 30, 2015 at 8:35 PM

Walt Bettinger: Building a B2C brand is incredibly expensive, as we all know, and difficult. Takes many, many years, but ultimately we think we are looking at a tool.

In a six-month-mark reality check, Walt Bettinger recasts Schwab's retail robo-advice as a 'tool' -- but a handy one

After the mini-Manhattan Project of Schwab Intelligent Portfolios, its CEO is showing a fuller hand of cards that goes way beyond B2C

August 5, 2015 at 6:52 PM

Terri Kallsen: We need more feet on the street.

Schwab's big reveal at its July update: Goal to hire 1,800 financial advisors and unpause branch expansion

Newbie Terri Kallsen gets the Bettinger nod to spend big on doubling advisor force and growing branch count to 500

July 24, 2015 at 11:40 PM

Walt Bettinger: As time goes on, the weighting of new-to-firm clients is growing.

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

April 24, 2015 at 9:58 PM

Mark Casady: I think one or two of these robo-advisors will survive.

Mark Casady settles the question of whether LPL will start its own robo-advisor

In the wake of the aborted NestWise effort and a quieter robo rollout by his firm, the LPL Financial CEO doesn't buy the economics of the opportunity

February 26, 2015 at 12:15 AM

Teri Kallsen: We've got OneSource and we've got the scale to get to market quickly. This will disrupt our competitors. They may try to copy us as we've seen in the past.

Schwab spills robo-beans to Wall Street, including a Schwab Bank wrinkle, cannibalization rates and the algorithm's distaste for OneSource funds

Calling Schwab Intelligent Portfolios a $400-billion opportunity, Walt Bettinger boasts of his own four-minute sign-up

February 12, 2015 at 10:49 PM

Walt Bettinger: We ended 2014 with record client account levels.

Reading between the lines of Schwab's 2014 earnings release to understand investor indifference

Windhaven's results and Schwab Private Client's non-resullts could have investors on edge despite record assets from RIAs

January 20, 2015 at 8:56 PM

Walt Bettinger: And by the way, we never said that it would be free, but rather that it will fund itself from the revenues of the underlying ETFs.

A charged-up Walt Bettinger slams all non-Schwab robos at IMPACT 2014 with an energy appreciated by RIAs

The Schwab CEO's feistiness was just one unusual occurrence at the all-stops-out fete for high-end RIAs in the Mile High city

November 10, 2014 at 7:57 AM

Walter Bettinger showed bursts of emotion to the Barron's writer. (Photo: Dow Jones)

What a close reading of Barron's cover story on Walt Bettinger reveals

The Dow Jones newsweekly puts a sunny spin on the Schwab CEO's accomplishments but reveals sensitive succession and RIA issues, too

November 5, 2014 at 6:18 AM

Walt Bettinger: Against a backdrop of heightened market volatility during the quarter, we saw increased utilization of the help and advice available through Schwab.

Top 7 RIA takeaways, including some ouches, from Charles Schwab's earnings commentary

Windhaven's reverses are official, Schwab is minting advisors at its 'Wealth Academy' and the ETF 401(k) plan found just one taker but Schwab's asset growth is stellar

October 17, 2014 at 5:27 PM

Walter Bettinger: We are fast at work.

What's up with Schwab getting into the robo-style online advice business and is Windhaven the linchpin?

Walt Bettinger's options for building using existing ETF portfolio capabilities or buying one of the many robos in existence point to a no-lose move

July 25, 2014 at 11:15 PM

Walter Bettinger and Charles Schwab: It is time to treat the cancer aggressively.

Chuck Schwab and Walter Bettinger issue call to squash flash traders but RIAs question hysteria over the issue

Calling robo-traders a 'cancer', the Schwab execs lash out while Norm Boone and other advisors question whether this is a battle to pick

April 3, 2014 at 10:56 PM

Steve Anderson: None of the consultants are utilizing our business model.

Schwab 'fesses up to Wall Street just how hard winning plan sponsors to its 401(k) ETF platform will be

Convincing plan sponsors and pension consultants to join a ETF paradigm shift to ETFs is a big ask, its executives tell Wall Street

February 18, 2014 at 4:11 PM

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