401(k) Real Talk Episode 173: November 5, 2025

Published on November 5, 2025

Open, honest and candid discussion about Human Interest, the best alts for DC plans, how to communicate effectively and more.

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Schwab’s Beatty Encourages RIAs to Chase $30T Outside Independent Management

November 5, 2025
The head of Schwab Advisor Services, Jon Beatty, stressed its investments in areas to “reduce friction” for its RIA clients to open this year's Schwab Impact conference.

Active ETFs Have Array of Advantages

November 5, 2025
Actively managed ETFs, particularly those of the fixed income variety, are among the fastest-growing ETF segments today. That growth has been facilitated in part by advisors moving away from higher-fee mutual funds and issuers converting popular mutual funds to the ETF wrapper, among other factors.