B/D Briefing: Citi Brokers Switch to Fees
It hasn't taken long for Debbie McWhinney to make her mark at Citigroup. On October 5, Citi Personal Wealth Management announced that the brokers who...
Citi Switching Remaining Brokers to Fees
Bank will also build alliances with independent RIAs
? Former Schwab Institutional president Debbie McWhinney, who retired from that position in 2007 and was most recently CEO and president of the Dennis and...
Catching up with...Deb McWhinney
After nearly a year's absence from the RIA community she knows--and loves--so well, former Schwab Institutional president Debbie McWhinney has resurfaced, landing a high-profile position...
Debbie McWhinney Is Back
Schwab Institutional head Debbie McWhinney has resurfaced, joining Focus Financial Group, the rollup firm founded and headed by Rudy Adolf, on its now five-member board of directors.
Nearly 2,000 Advisors, and Alan Greenspan
Nearly 3,000 attendees at the 16th annual Schwab Institutional Impact conference, including some 1,900 advisors, heard Alan Greenspan on Nov. 6 laud hedge funds as "extraordinarily important" instruments that expose, then remove inefficiencies in the capital markets. Hedge fund managers' search for "niche returns," Greenspan told the audience at the...
The Local Solution
Tip O'Neill said all politics is local. The corollary for financial planners and investment advisors--at least for those who are independent and independent minded--is that...