Hi Schwabers! I finally got all my thoughts together after attending Schwab IMPACT and have shared all the things operators need to know here: https://www.villagefs.com/post/schwab-impact-2026-recap What did I miss? Anything anyone is struggling to implement/adopt at their firm as it relates to the new functionalities? I wanna hear it!

Any iRebal super users in here? Please email me at olivia@villagefs.com!

The Village Financial Services team is getting ready to grow! Here's the "50-foot view" of who I am looking for this virtual CSA role: 🔸 Self-starter with a sense of humor and a quick pivot 🔸 Project-oriented individual who will take the ball & run with it 🔸 2+ years experience in an ops-based role 🔸 Fluent in Advisor Center and/or Wealthscape Is this you? Do you know someone that fits this persona? Full job post here: https://riajobs.io/job/1680008-virtual-client-service-associate-village-financial-services