Articles tagged "Schwab Private Client"


Michael Kitces: They compare to every other RIA that meets with clients using Skype -- which is all of us.

Vanguard virtual RIA's growth rate plummets from 50% to 32% with a staggering consolation -- another $10 billion in AUM since January
Now at $41 billion, up from $31 billion six months before, Vanguard gorged on easy cannibalization but classic RIAs are also losing assets to the Malvern growth engine

Tuesday 8.2.16
Peter Mafteiu: This is like overwhelming a reader ... so they really cannot map out the changes that might affect a particular customer.

Schwab will take a machete to Schwab Private Client hyper-fee fund holdings but still steer assets to high-margin OneSource, ADV says
The cost-slashing by the $65-billion AUM San Francisco RIA is meant to streamline and improve process, according to the company

Friday 4.24.15
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

Tuesday 1.20.15
'Chuck' is advising a move to lower-expense ratio funds and stable management teams.

Schwab phones (at least some) Private Client customers to advise dumping PIMCO Total Return fund
Funds under Schwab discretion exited the Bill Gross fund three weeks ago

Tuesday 10.21.14
Talking to Chuck is likely going to cost you a few thousand more.

Schwab Private Client edges its fee closer to the classic RIA standard
Schwab Private Client jacked its price 20% and its minimum fee jumps 60%

Friday 7.4.14
Yale professor Ian Ayres was this year’s wild card, causing near panic among RIAs with his ominous mass mailing to 401(k) plan providers warning them to cut back on fees — or else.

10 most-read RIABiz stories of 2013 and why you couldn't resist them
This year's potpourri includes young Horatio Algers, aged Cassandras, irate investors and a professor with the 401(k) industry in his sights

Wednesday 12.18.13
Karl Thunemann: Schwab has an opportunity to put its values into action by radically changing its separation policies.

Why I moved my account from Schwab's RIA and what Chuck could do to improve Schwab Private Client
After the double defection of the assigned branch and portfolio manager, a loyal but disillusioned customer sends an emphatic message to the front office

Friday 2.1.13

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