Bloomberg Businessweek Bloomberg Businessweek Weekend: November 7th, 2025
14 snips
Nov 8, 2025 
Rick Wurster, President and CEO of Charles Schwab, discusses the $660M acquisition of Forge Global, aiming to democratize access to private markets. Lizanne Saunders dives into market breadth, emphasizing AI-related valuation concerns and the uneven participation in gains. Fred Kanor sheds light on donor-advised funds, explaining their structure, investment options, and the flexibility they offer for charitable giving. Together, they offer valuable insights on investing strategies in a changing market landscape.
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Support Private Investing With Research
- Provide clients with robust research and expert teams when offering private investments to improve transparency.
- Make alternative investment support available to clients before expanding product access.
Fixed Income Sees A New Equilibrium
- The bond market views current yields and inflation as a new equilibrium with 10-year yields near 4% and inflation around 3%.
- Policymakers face uncertainty and are effectively 'navigating on a cloudy night' without clear data.
When Families Fire Their Yacht Crew
- Wealth clients sometimes demand instant operational fixes, like replacing an entire yacht crew overnight.
- Family offices must be able to source lifestyle services alongside financial planning.