In this chapter, the hosts discuss their experience at the Schwab Impact Conference and the importance of advisors in the financial industry. They introduce Jelena Karsh as a guest who is the managing director and head of client experience for Schwab Advisor Services. They explain that the conference is a gathering of independent advisors who prioritize their clients' best interests and provide support for their goals. They also discuss how Charles Schwab supports both individual clients and independent advisors, acknowledging the different needs of their client base.
Rick Wurster, President of Charles Schwab, talks about the challenges advisors are currently facing. Joe Grogan, Head of Distribution at WisdomTree, discusses making investing simple. Kathy Jones, Chief Fixed Income Strategist at Schwab Center for Financial Research, explains why it's been an unprecedented year for bonds. Jalina Kerr, Managing Director and Head of Client Experience for Schwab Advisor Services, provides details on the latest products and solutions for Schwab's RIA clients. And we Drive to the Close with Ben Kirby, Co-Head of Investments at Thornburg Investment Management.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.
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