Jim McCool

• 

  Schwab Rolls Out ‘Game-Changer’: A Commission-Free ETF Platform

  By Joyce Hanson, AdvisorOne  |  February 7, 2013

  The new OneSource platform sets no limit on how many trades advisors can make with 105 ETFs on offer.

• 

  RIA Trailblazer, John Coghlan, Is Lauded at Schwab Impact

  By James J. Green, AdvisorOne  |  November 4, 2011

  The former Schwab employee is recognized for seeing early on the value, and potential, of the independent RIA model.

• 

  Schwab Bets Big on 401(k)s Packed With ETFs

  By John Sullivan, AdvisorOne  |  June 1, 2011

  Jim McCool, Charles Schwab's executive vice president of institutional business, made waves at an asset-management conference in March when he announced that the brokerage firm soon would offer 401(k) retirement plans stuffed solely with exchange-traded funds.

• 

  Schwab Impact: CRM Partners Announced for Tech Platform; Paulson Reflects on Crisis

  By Kathleen McBride, AdvisorOne  |  October 27, 2010

  At the opening session of Schwab Impact 2010 in Boston, Jim McCool, the executive VP who oversees Schwab Institutional Services, and Bernie Clark, who heads Schwab's Advisor Services custodial platform for advisors, announced the first partners for Schwab Advisor Services.

• Schwab Reorganizes; Fidelity Hires; Pershing Provides

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

  The three major custodians of RIA assets announced big executive changes and a new practice management program in just over a month. First, the largest RIA...

• Schwab Institutional Reorganized; Charles Goldman Out

  By James J. Green, AdvisorOne  |  November 18, 2008

  Charles Schwab Corp. said November 17 that it had created a new business unit called Institutional Services

• Buying Access to the Big Plans

  By Savita Iyer-Ahrestani, AdvisorOne, Savita Iyer-Ahrestani, AdvisorOne  |  February 1, 2007

  Transparency, a commitment toward service, and a range of low-fee investment options offered on an open architecture platform. This is the cornerstone of the Schwab model...