Schwab has announced it will add Anthropic's Claude AI to its service platform for financial advisors.

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    "summary": "Schwab has announced it will add Anthropic's Claude AI to its service platform for financial advisors.",
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        "url": "https://www.reddit.com/r/CFP/comments/1wh5t5b/comment/pa1a1ub/",
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        "author": "New-Tap6700",
        "excerpt": "Big fan of Josh Brown’s - and RWM - but I’ll always be slightly more circumspect than I was previously after he strongly endorsed FINNY (having taken a stake). I learned not to just follow blindly after that cost me a few thousand dollars.",
        "posted_at": "2026-09-15T20:52:47.000Z",
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        "author": "think_up",
        "excerpt": "Why would you want to go to a small <$10b firm after they announced Claude AI will be your new compliance officer?",
        "posted_at": "2026-09-15T17:01:38.000Z",
        "author_url": "https://www.reddit.com/user/think_up/"
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        "author": "Fitzdaddykane",
        "excerpt": "I feel like this firm really has their stuff together. If you came in I’d be surprised if they offered equity. I imagine their pipeline through all the marketing they do is absurd. They are probably just looking for servicing advisors.",
        "posted_at": "2026-09-15T18:29:58.000Z",
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        "author": "singmeashanty",
        "excerpt": "I think you misunderstood the announcement. RWM just gave input on designing. So did plenty of other companies.\n\n Can’t understand why people like Josh, he’s repulsive to me.",
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        "author": "BaseballMore7431",
        "excerpt": "I can’t understand why anyone would want to join a smaller no-name firm unless they were given a book of clients with a decent payout and/or substantial equity. Also, I get the vibe that the owners would be difficult to work for.",
        "posted_at": "2026-09-15T23:12:20.000Z",
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        "author": "Flat-Cranberry9461",
        "excerpt": "I chatted with them. Payout is only 50% of assets you bring over and less for new aum",
        "posted_at": "2026-09-16T16:39:37.000Z",
        "author_url": "https://www.reddit.com/user/Flat-Cranberry9461/"
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        "depth": 0,
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        "author": "ProfessionalSound696",
        "excerpt": "Curious to know what offer is and why you are considering them?",
        "posted_at": "2026-09-15T20:14:39.000Z",
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        "author": "Mxpx2002",
        "excerpt": "When I was in undergrad over a decade ago, I followed Ritholz on Twitter. A few times, I would retweet that didn’t agree with Josh, he and others members would instantly respond. I stopped following after their CIO made a comment like “you can’t subtweet me twice and get away with it”. They’re a bunch of tools who are insecure and can be unwound by children. Why would you want to work there?",
        "posted_at": "2026-09-16T11:06:57.000Z",
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    "evidence": [
      "[comment u/skyeric875] Schwab just had a news release that it will add it to their service platform now. Wait a few weeks before every other custodian does."
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    "post_text": "Big announcement re: Claude. Let’s say you manage $100MM. Are advisors like that moving over there? Haven’t researched this at all, just curious based on the news and always respecting Josh Brown.",
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