Transcript: Richard Bernstein, CEO / CIO of RBA
The Big Picture
JULY 15, 2025
But the heart of the firm was still on the private client side for any number of strategic reasons. And later on, we had a number of the discount brokers had come out in places like Schwab and Muriel Seabert, but I always felt they had followed Meryl’s lead to Absolutely. And the number came out and it was a blowout good number.
Let's personalize your content