Schwab again declines to say which staffers will get pink slips by Christmas to save $500-million in 2024 expenses, and the math remains sketchy riabiz.com/a/2023/10/18/s…

Schwab CEO goes on defense against TD Ameritrade RIA critics citywire.com/ria/news/schwa…

Schwab Executives Offer Mea Culpa To Advisors Over TD Ameritrade Conversion Snafus fa-mag.com/news/schwab-ex…

There Is No Perfect CRM wealthmanagement.com/wealthstack/th…

Admitting Imperfections, Schwab Works to Make Advisor Center More Palatable wealthmanagement.com/ria-news/admit…

SEC looking into JPMorgan advisory fees, Wells cash sweeps financial-planning.com/news/jpmorgan-…

Schwab 2,000-layoff aftershocks roil the industry as it's revealed top tech talent -- led by widely regarded veteran Kartik Srinivasan -- were axed, raising questions about future of Schwab innovation riabiz.com/a/2023/11/3/sc…

If you missed the CAIS and Nitrogen events, check out my summary here on ThinkAdvisor CAIS, Nitrogen Events Highlight Growth Strategies at.law.com/fE5LGq?cmp=sha…

Sources: Focus Financial Firms To Consolidate wealthmanagement.com/ria-news/sourc…

It’s like they don’t know what day it is. #StoneTree 8 tee

Heavyweight tech panel featuring Brian McLaughlin Joel Bruckenstein inventwithus Craig Iskowitz talking AI. #MSUM23

For those of you have left California, our gift to you! First day of winter. #NorCal.

Arax Acquires $1B IBD; Recruits $2B Alex. Brown Team wealthmanagement.com/ria-news/arax-…

GMO Launches Nebo Wealth At #T32024 wealthmanagement.com/technology/gmo…

If you missed T3 this year, check out my summary in ThinkAdvisor Congrats to Joel Bruckenstein for the 20th anniversary! 20 Years In, T3 Remains an Emerging Tech Barometer at.law.com/aULaZw?cmp=sha…

Lights! Camera!: Advisors Discover The Power Of Video Marketing fa-mag.com/news/lights--c…

Commonwealth’s ’23 Asset Haul a Record $15.9B financialadvisoriq.com/c/4423834/5751…

For those who celebrate, Happy St. Patrick’s Day!

So, after 2.5 million miles, maybe time to leave United Airlines ? Gave up hope for upgrades despite 1k status for life. Literally, 1 for 40. 😝So, for cross country flights, just spend the $$ for the biz class and get text that they won’t have catering. Why stay?!? Delta want me?