Articles tagged "Bernie Clark"
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Schwab launches biggest RIA-targeted price war in years -- but TD and Pershing say they won't play along
In what may be a prelude to commission-free RIA custody era, Schwab eliminates equity and ETF commissions for all new clients for a year; Fidelity says it is still cheaper
July 1, 2016 at 8:25 PM
Schwab wows EXPLORE 2016 crowd with revived bid to advertise RIAs with two magic ingredients: Schwab branding and a budget of 'millions' of dollars
Though skeptical observers call the effort window dressing, the San Francisco custody giant is incorporating lessons learned from the lackluster RIA-Stands-For-You campaign of 2011
June 22, 2016 at 7:50 PM
Why Schwab execs are 'proud' of holding at $1-trillion custody mark first achieved in 2013 -- and what makes them pleased with its existing 25% RIA custody market share
Candidly canvassing 2015 dings -- including a $12 billion RIA defection -- Walt Bettinger seems at peace with vigilantly guarding Schwab's mighty quarter of the RIA asset pie
February 22, 2016 at 6:43 PM
Walt Bettinger unbites his lip and ignites a Schwab IMPACT Twitter squall and the RIA custody show goes on
Tweets connected Schwab CEO remarks to Wealthfront's chippy chief -- red meat to the de facto hometown crowd of advisors
November 16, 2015 at 7:53 PM
9 questions to ask Schwab execs when you buttonhole them in Boston at IMPACT 2015
$23 trillion of AUM is there for the taking -- but how exactly does Schwab propose help RIAs win that discovered bounty?
November 13, 2015 at 12:31 AM
How an iPhone app cut through stilted questioning at Barron's RIA custody panel in Scottsdale
Sterling Shea invited advisors to vote on pressing RIA questions via iPhone -- and they acidly asked Bernie Clark whether Schwab is robo-competing against them
March 27, 2015 at 7:13 PM
Schwab makes thousands of its RIAs subject to fee for robo-software, allocation of client cash to Schwab Bank
The San Francisco firm told RIAs on a webcast that their firms must have $100 million on account or pay for robo-software
March 23, 2015 at 7:21 PM
Schwab seeks 'jail time' for principal of RIA it fired: How Schwab's firing of a small RIA as a client became a three-year legal ordeal (Part 2)
Michael Kelly reached out to Schwab's counsel via private investigator -- and was answered with a fussilade of restraining orders and accusations of impersonating an advisor
November 24, 2014 at 7:00 PM
How Schwab's firing of a small RIA as a client became a three-year legal ordeal (Part 1)
Michael Kelly is out to prove he was discriminated against based on his firm's size but Schwab execs say he crossed lines
November 20, 2014 at 9:41 PM
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
What tidbits jumped out of Schwab's business update to Wall Street -- including the two underscored advantages relating to Schwab Advisor Services
Braving 'ahems' from Fidelity and Pershing, Bernie Clark claims Schwab is now the preferred vendor to roll-ups and Nick Georgis says Schwab stands alone as a business consultant to RIA firms
August 4, 2014 at 11:21 PM
Bernie Clark promises Schwab is getting there on its PortfolioCenter rewrite but competitors say the clock is ticking
Rivals cite lingering challenges for the ubiquitous software but its custody platform tie-in is a difference-maker, Joel Bruckenstein says
July 25, 2014 at 11:36 PM
Shirl Penney will grill three of his big vendors on stage in Vegas: Mike Durbin, Mark Tibergien and Bernie Clark
At the MarketCounsel event, the Dynasty Financial chief promises not to toss softballs at the RIA custody heads, saying he knows their strengths and weaknesses
July 10, 2014 at 11:42 PM
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
June 27, 2014 at 6:41 AM
Eavesdropping on the Barron's Top Independent Advisor Summit and appreciating its vibe
There was the usual fertile atmosphere for advisor-on-advisor chats and some impatience with RIA custodial heads' bloviations
