Schwab Expands Membership Program to Current RIA Clients

Published on November 4, 2025

Schwab’s Advisor ProDirect membership program is now available to established RIA clients of the custodian.

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11 Investment Must Reads for This Week (Nov. 4, 2025)

November 4, 2025
UBS Chairman Colm Kelleher sounded the alarm about “looming systemic risk” tied to private credit ratings when speaking at a conference in Hong Kong. Bond ETFs took a hit after Fed Chair Powell’s recent remarks tempered expectations on future rate cuts. These are among the investment must-reads we found this week for financial advisors.

The Total Return Roller Coaster: October 2025

November 4, 2025
Here's an interesting set of charts that will especially resonate with those of us who follow economic and market cycles. Imagine that five years ago you invested $10,000 in the S&P 500. How much would it be worth today, with dividends reinvested but adjusted for inflation?