They discuss the current economic climate and the events taking place at Schwab Impact 2023 in Philadelphia, including the potential for a recession and the challenges faced by financial advisors in a world with robo-advisors. They also highlight the importance of seeking out an advisor during times of volatility.
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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