Rob Williams, CFP® CRPC®

Rob Williams, CFP® CRPC®

Financial Planning, Retirement Income

Financial Planning, Retirement Income
Schwab Center for Financial Research

TRENDING

Politics and policy

Ask an advisor: Biden is canceling more student debt. What about mine?

A therapist in New York still has $50,000 in student loans. Can President Biden's new policy bring her relief?

By Nathan Place

3h ago
Industry News

$2B Ameriprise win from LPL signals banks, credit unions on the move

The wealth program at Kinecta Federal Credit Union is changing brokerage, RIA and custodian as the industry fights for recruits of all sizes in the channel.

By Tobias Salinger

5h ago
Regulation and compliance

SEC targets its own staff's texting, nixes WhatsApp on work phones

The ban comes after the Wall Street regulator's imposition of nearly $3 billion on fines for failing to track and record communications sent on messaging apps.

By Katanga Johnson, Lydia Beyoud and Dawn Lim

10h ago