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Bernie Clark

Displaying 3 results

Topic
  • News
  • October 8, 2021

Schwab’s Clark, Fidelity’s Canter challenge Kitces over custody fees

Executives from the largest custodians offered Michael Kitces the opportunity to debate his ideas for restructuring custody fees. Kitces took to Twitter to accept the challenge.

Topic
  • News
  • November 20, 2020

30 years of celebrating the RIA community

Financial advisers have delivered for clients during a challenging year, according to Schwab executive Bernie Clark

Topic
  • News
  • October 27, 2020

Schwab layoffs ‘still to come’: CEO Walt Bettinger

The company's chief executive discussed potential impacts of the $22 billion acquisition of TD Ameritrade at the annual Schwab Impact conference