Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Charles Schwab's latest RIA benchmarking study shows that firms saw significant AUM growth in 2023, thanks in part to strong equity market performance, but also thanks to organic growth initiatives that brought in additional assetsRead More... The post Weekend Reading For Financial Planners (July 27-28) first appeared on Kitces.com.

View Entire Post