Articles tagged "Terri Kallsen"
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Walt Bettinger axes current and former Schwab retail chiefs, Terri Kallsen and Andy Gill; funnels responsibilities to Jonathan Craig, for now
The Schwab CEO is 'restructuring,' which includes cutting the Chairman's Club program that sent 200 top performers to Hawaii on a free junket
July 24, 2019 at 12:53 AM
What happened next after a Wall Street analyst called Walter Bettinger on the carpet for capping virtual RIA's fees
The Schwab CEO cedes no ground to Rich Repetto and others who come to San Francisco to question whether shareholders are losing as investors win
March 17, 2017 at 8:06 PM
Schwab's grand plan to alleviate its 300-to-1 customer-to-advisor crunch gets indefinitely shelved
The San Francisco-based broker has also toned down its talk of branch expansion -- even as Fidelity, at 190 centers, gains on Schwab
February 16, 2016 at 8:45 PM
Terri Kallsen sold 15,469 shares of Schwab stock but did she also sell short her own vision?
Schwab's head of retail dumped more than half her company stock exactly a year after becoming retail chief with bold goals
February 1, 2016 at 10:57 PM
In a six-month-mark reality check, Walt Bettinger recasts Schwab's retail robo-advice as a 'tool' -- but a handy one
After the mini-Manhattan Project of Schwab Intelligent Portfolios, its CEO is showing a fuller hand of cards that goes way beyond B2C
August 5, 2015 at 6:52 PM
Schwab's big reveal at its July update: Goal to hire 1,800 financial advisors and unpause branch expansion
Newbie Terri Kallsen gets the Bettinger nod to spend big on doubling advisor force and growing branch count to 500
July 24, 2015 at 11:40 PM
Schwab spills robo-beans to Wall Street, including a Schwab Bank wrinkle, cannibalization rates and the algorithm's distaste for OneSource funds
Calling Schwab Intelligent Portfolios a $400-billion opportunity, Walt Bettinger boasts of his own four-minute sign-up
February 12, 2015 at 10:49 PM
Schwab promotes relative newcomer Terri Kallsen to head retail, with John Clendening getting the golden parachute and Andy Gill transitioned
The hire from USAA is a nod to that firm's success inspiring loyalty but Kallsen will need to break the streak of short-lived tenures in that position
