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Bloomberg Businessweek
Day One from Schwab Impact in Philadelphia
Oct 25, 2023
Rick Wurster discusses the challenges advisors are facing. Joe Grogan talks about making investing simple. Kathy Jones explains the unprecedented year for bonds. Jalina Kerr provides details on products for Schwab's RIA clients.
52:28
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Quick takeaways
- Investors are seeking simpler investment strategies that focus on quality investments and are easier to understand and manage.
- Model portfolios are a popular choice for advisors as they offer scalability, efficiency, risk mitigation, and simplify the investment process for both advisors and clients.
Deep dives
Investment industry shifting towards simpler strategies
There is a growing demand for simpler investment strategies as investors seek to understand and manage their portfolios more easily. Complex products and derivative-based strategies are being replaced by traditional stock and bond portfolios that are easier to comprehend. This shift towards simplicity does not mean a loss of sophistication, but rather a focus on quality investments that can withstand market cycles.
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