What’s new in the industry? Grab a drink and join us as we rank what’s underrated and overrated in wealth management.

·     Schwab will tackle tech hiccups from TD Ameritrade accounts migration

·     Robinhood seeks to become the gig economy super-recordkeeper

·     Toews establishes National Investment Risk Management Day

·     Sarah Levy Makes second unpopular decision at Betterment in two months

·     Carson Wealth seeking greener 401(k) pastures by choosing Vestwell’s ‘dirt cheap’ fees

We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.

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