Debbie McWhinney

• B/D Briefing: Citi Brokers Switch to Fees

  By James J. Green, AdvisorOne  |  November 1, 2009

  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

  By James J. Green, AdvisorOne  |  October 6, 2009

  Bank will also build alliances with independent RIAs

• Changes

  By Staff Writer  |  June 1, 2009

  ? 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

  By James J. Green, AdvisorOne  |  June 1, 2008

  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

  By James J. Green, AdvisorOne  |  May 8, 2008

  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

  By James J. Green, AdvisorOne  |  November 6, 2006

  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

  By Staff Writer  |  October 1, 2005

  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...