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With apprehension in the air, Schwab invites its RIAs to a one-hour meeting about robo-advice

Many of Schwab's 7,000 advisors are eager for robo-technology but are wary of what's behind the amiable blue facade

Author Lisa Shidler March 13, 2015 at 5:47 PM
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Roger Hewins: It comes with their 'approved investments' instead of ours, so its a non-starter.


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Known for his high 'emotional quotient,' Jason Lahita rides solo, again, as a PR guru; this time, he's selective and looking for a few good non-robots

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Free of 2012 merger entanglements, Roger Hewins's second RIA act is on a hiring binge after zeroing in on women as target market -- knowing full well the gender tilt never seems to work

'Team Hewins' has some old hands from Redwood City, San Francisco, Boca Raton, and Miami overseeing billion of dollars and a push to create a place where the culture trumps pink-and-shrink in making notoriously leery women get invested

April 23, 2019 at 6:31 PM


Mentioned in this article:

Mosaic Financial Partners, Inc.
Advisory Firm
Top Executive: Norman Boone

Team Hewins
RIA Seeking to Hire Advisors
Top Executive: Roger Hewins



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