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Articles tagged "Roger Hewins"


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

Friday 6.27.14
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

Friday 1.24.14
Charles 'Chuck' Schwab seems to be betting that Merrill Lynch won't try 'accountability' in its line-blurring ads

How Schwab is calling out wirehouses with its 'accountability' blitz and what collateral effects could hit RIAs
Chuck's new money-back guarantee sends a 'shot across the bow' to wirehouses but Schwab RIAs won't be untouched

Thursday 12.26.13
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

Tuesday 11.5.13
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

Tuesday 8.6.13
Roger Hewins: What the heck are they doing for clients to earn this?

Industry leaders puzzled by RIAs' being paid by Schwab and Fidelity for investing in funds
Some RIAs see it as an unacceptable conflict, but the custodians are unabashed about the arrangements

Friday 4.19.13
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'

Monday 1.21.13
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.

Wednesday 10.17.12
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

Wednesday 2.29.12
Bryan Olson: These funds are there to protect on the downside and there will be a lower kick on the upside in a stronger equity market.

Windhaven misses its 12-month benchmarks again but still hits asset-gathering mark
More advisors are using Schwab's ETF manager but some of them dislike the company's tactical approach

Friday 11.18.11
Bart Bonga: I thought the apology was fairly tepid.

Was Schwab's letter of apology to RIAs good enough?
One advisor called the custodians reaction 'tepid' and others expressed have even stronger feelings

Friday 8.19.11
Bryan Olson says the explosive growth doesn't include many RIA assets, which are expected to start kicking in soon..

Schwab's purchase of Windhaven made its asset growth soar -- and RIA assets may be the afterburners
The Boston-based phenom has gathered assets mightily in good markets but may do even better in bad ones

Monday 8.15.11
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
Chuck Schwab is sparing in his public appearances, which gives them energy.

'Chuck' Schwab, Tony Blair to headline IMPACT 2011
A former leader of the free world? Cool. But bring on Chuck!

Friday 5.20.11

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