Bernie Clark

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  Women Are an Opportunity, Not a Niche: Schwab’s Clark

  By James J. Green, AdvisorOne  |  July 2, 2012

  Among the lessons from Schwab’s Women and Financial Independence Study, according to Bernie Clark: Don’t treat us differently, but do get to know us and our goals.

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  Combatants Gear Up for SRO Hearing

  By Melanie Waddell, AdvisorOne  |  June 1, 2012

  Their collective rallying cry: an SRO isn’t needed—particularly if that SRO is FINRA. What to do instead? Fund the SEC so that it can conduct more frequent advisor exams.

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  Schwab Survey Shows Optimism Gap Between Advisors, HNW Clients

  By James J. Green, AdvisorOne  |  April 26, 2012

  Advisors’ optimism on markets is returning, says Schwab’s Bernie Clark, but they are less sanguine than their clients about meeting their investing goals.

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  In ‘Hugely Important’ Move, Schwab Endorses DTCC’s AIP Custody Service

  By James J. Green, AdvisorOne  |  March 7, 2012

  With SEC no-action letter in hand, custodian to begin automated settlement and reporting of alternative investments for its advisor clients.

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  Schwab's Deep Impact

  By Janet Levaux, AdvisorOne, James J. Green, AdvisorOne  |  November 28, 2011

  If you want sound bites, Schwab Impact 2011 in San Francisco had them.

• Blair, Gross, Other Experts Weigh in on Euro Tumult and Anti-Wall Street Protests

  By Janet Levaux, AdvisorOne  |  November 23, 2011

  Former British Prime Minister Tony Blair said the resolution of today’s global economic and financial challenges could get derailed by short-term political thinking, though he remains optimistic that leaders can address long-term issues. Blair spoke Nov. 2 to about 2,100 financial advisors and about 2,000 other guests as the keynote...

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  Schwab Recognizes Top Advisors, Firms at Impact 2011

  By Janet Levaux, AdvisorOne  |  November 3, 2011

  The company also donated $45,000 to charity on behalf of the recognized advisors.

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  At Schwab Impact 2011, Big Names Appear, Big Themes Predominate

  By James J. Green, AdvisorOne  |  October 31, 2011

  Bill Gross, Tony Blair, Maria Bartiromo and Chuck himself welcome advisors to Schwab’s hometown for Impact 2011.

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  Schwab’s Clark on Franchises and RIA Competition, Breakaway Brokers

  By James J. Green, AdvisorOne  |  September 19, 2011

  Head of Schwab Advisor Services says new franchise operation will provide only 'same amount of competition as existing branches.'

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  Schwab’s Clark: Firm Rolling Out Ad Campaign Touting Advisors—Weekend Interview

  By James J. Green, AdvisorOne  |  September 16, 2011

  Bernie Clark of Schwab Advisor Services says custodian will show support for RIAs through multimedia marketing campaign featuring videos of successful advisors.