MEDIA REVIEWS - July 16-31, 2023
If you're looking for something to worry about, Dan Solin provides a peek into the new Schwab retail service model that looks like it directly competes with financial advisors, and Allan Roth offers a preview of what might be a perfect financial storm brewing as you read this. You also might find yourself nodding your head as an advisor outlines what he calls his 'dream annuity.'
The most interesting article in the Nerd's Eye