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Articles tagged "Jim McCool"


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

Wednesday 6.27.12
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.

Monday 6.27.11
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

Wednesday 2.3.10
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

Tuesday 2.2.10
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Most Emailed Stories »

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Ted Madden: We saw this great opportunity to integrate this business and really capture the full power of Fidelity and focus on growing the business with advisors.Fidelity Investments recognizes power of RIAs in 401(k) market and has increased efforts to work with advisors
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Brent Brodeski: At $3 billion in AUM we would need to add $450 million per year just to achieve the 15% growth Harvard claims to be table stakes.What I learned at Harvard Business School that doubled my RIA assets to $3.3 billion in two years
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Wayne Bloom: If we have an advisor who wants to be part of the community and values what we bring to the table, I could care less how they are registered.Commonwealth and Securities America get into the RIA custody business and Wells Fargo is right behind them
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Peter Wheeler: There's a one in a billion chance that something like this would happen twice.RIAs get hit with data losses held at small RIA-owned firm that, in turn, blames giant Amazon for lack of backup and for selling its space
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Eduardo Repetto posed with Alex Potts and Chip Roame before telling advisors about a born-of-data, new ingredient in DFA funds.Dimensional's co-CEO tells clients at Monterey event that DFA is changing its Classic-Coke intellectual fund recipe