Rick Wurster, President and incoming CEO of Charles Schwab, shares insights on wealth management trends and the firm's vision for the future. Jon Beatty, Head of Advisor Services at Schwab, discusses the RIA outlook, emphasizing the impact of younger investors and the incorporation of AI in client services. The conversation touches on regulatory changes, the importance of personal connections in finance, and the integration challenges after Schwab's acquisition of TD Ameritrade, highlighting a resilient and optimistic future for the financial services landscape.

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.