Barnaby Grist

• 

  Cetera’s Barnaby Grist Leaving BD to Care for Family

  By John Sullivan, AdvisorOne  |  March 26, 2013

  Barnaby Grist, EVP of wealth management, preached that health and family come first to his team at Cetera, and now he’s putting the belief into practice.

• Schwab Sees More Momentum, Says Grist

  By Janet Levaux, AdvisorOne  |  January 1, 2010

  As of September 30, 2009, 126 teams moved to an independent model with Schwab, according to Barnaby Grist, senior managing director of Schwab Advisor...

• Advisors Attracted to Independent Model

  By Robert F. Keane  |  November 20, 2009

  Schwab survey says majority of advisors find prospect attractive.

• Independence Appeals to Most FAs , Latest Schwab Study Shows

  By Janet Levaux, AdvisorOne  |  November 20, 2009

  A new Charles Schwab survey of advisors at major financial firms finds that nearly six out of ten respondents (59 percent) say the idea...

• The Future of Fee-Based Accounts

  By Ellen Uzelac  |  October 1, 2007

  A collision of regulatory events has given a boost to the industry's move toward a fee-based business model -- with some pundits predicting dramatic change...

• Schwab to Bankroll Breakaway Brokers

  By James J. Green, AdvisorOne  |  February 1, 2007

  Keeping up the business momentum evident in the closing months of 2006, Charles Schwab announced January 11 that its affiliated advisors now custody more than...

• Schwab Crosses $500 Billion; Will Finance Breakaway Brokers

  By James J. Green, AdvisorOne  |  January 11, 2007

  Charles Schwab & Co. announced that its affiliated advisors now custody more than $500 billion at Schwab Institutional, up 23% from last year; SI President Debby McWhinney has previously stated a goal for the division of having $10 billion in custody by 2010.

• You Rang?

  By Marian Miller Chang  |  April 1, 2006

  Customer service--true customer service such as returning phone calls in a timely manner or simply being polite and thoughtful or providing innovative solutions to problems--is...