Bernie Clark

• Editor's Note: Beyond the Headlines

  By James J. Green, AdvisorOne  |  April 1, 2010

  One of the more enjoyable aspects of my job is the opportunity I have to speak to smart people about the business of independent advice...

• Changes at the Top for RIA Units at Fidelity and Schwab

  By Robert F. Keane  |  March 1, 2010

  At a time when growth in the RIA channel has been robust to say the least, the two largest custodians have announced executive changes and...

• Schwab Advisors Report Good News and Bad News

  By James J. Green, AdvisorOne  |  March 9, 2009

  Survey finds 41% expect recession to extend into 2010, but report adding new clients

• In-depth survey gauges independent advisor trends and forecasts

  By Staff Writer  |  March 5, 2009

  Charles Schwab's semi-annual Independent Advisor Outlook Study reveals both an optimistic and realistic outlook from more than 5,700 independent investment advisors. Here's what they're saying: Portfolio...

• Independent RIAs say things are looking up

  By Staff Writer  |  August 18, 2008

  Optimism is rising among independent financial advisors, who, according to a new Schwab Institutional study, say they expect the S&P 500 to rise by the...

• What Lurks Beneath

  By Kathleen McBride, AdvisorOne  |  May 1, 2008

  When two of Bear Stearns's highly leveraged hedge funds that reportedly had invested in subprime loans imploded last summer, the firm stepped in with $1.6...

• Changes

  By Staff Writer  |  April 1, 2008

  New York Life Insurance Company named Ted Mathas as CEO-elect. He retains his title as president and will succeed CEO Sy Sternberg when he retires...