I also have fun reading financial stories, even if they are wildly wrong. I do like and quote the Fidelity one on performance of 401k's vs what the owners do...where dead people do way better than anyone else. It pushes Jack Bogle's quote: "Don't do something, just stand there".
When I moved my TDAmeritrade accounts over to Schwab about 6 months ago, I got the courtesy call from a Schwab advisor. I've had Schwab accounts for years, but this transfer brought over about $300k into a single tIRA, so I guess I got tagged on their radar. I had fun sparring with the advisor, as I had time. "How do you do your analysis to decide what to buy and sell?", he asks. "I don't do any analysis. I buy SCHB and rebalance whenever my AA band exceeds 5%". I could hear him getting frustrated because I had no interest in a free analysis or to get into their intelligent income, if that's what they call it. I told him that I looked carefully at this offering when it first came out and I didn't like the high ERs for the ETFs they use or the high percentage of cash, sitting, doing nothing. I think he was probably reaching for anything because he's so used to people either not having a solid plan or having no idea what their programs are. I do still like Schwab funds but in my old age, I'm going to move to less brokerages and will first consolidate eTrade and Ally Invest into probably Fidelity when my bonus wait periods are over. While I like the trading platform at Schwab best, I'm quite happy with Fidelity, so they're likely going to be the last man standing for me. Unfortunate that they have no bonuses to offer, but even my move from TDA to Schwab got me nothing. Simplification is so DW won't have to run all over trying to figure out where all my accounts are. I've done something similar with my HYSAs and will likely nuke Ally when I kill the investment account and end up with just Fidelity and DCU for my credit union.