Sponsored by
Technology is no longer just a nice-to-have—it's essential to scaling and improving customer outcomes. With increasing demands on advisors, platforms like Schwab are working to simplify, integrate and anticipate the next wave of innovation to help advisors thrive in an evolving landscape.
In this episode of The WealthStack Podcast, Shannon Rosic, director of WealthStack content and solutions at Informa Connect, joins Alison Dooher, head of digital advisor services at Charles Schwab, for a live discussion at the recent Schwab IMPACT conference in San Francisco. The conversation dives deep into the future of wealthtech, addressing how Schwab is evolving its digital ecosystem to meet the growing needs of financial advisors. With an emphasis on simplifying tools, improving integrations and leveraging AI, Schwab's strategy focuses on empowering advisors to streamline operations and enhance the client experience.
Key relationships include:
- Why less can be more when it comes to tech racks
- What Schwab learned from the TD Ameritrade integration
- Why Schwab is increasing the quality of integrations
- How artificial intelligence will empower advisors to focus more on meaningful client relationships rather than replacing them
Connect with Shannon Rosic:
Connect with Alison Dooher:
About our guest:
Alison Dooher is a member of the Advisor Services Leadership Team and has spent two decades working with and serving registered investment advisors.
She currently leads Digital Advisor Solutions, which oversees technology platforms that help RIAs that hold assets with Schwab serve their clients and increase the scale and efficiency of their business. Dooher and her team play a central role in advancing the custodial, trading and support services that Schwab provides to independent investment advisors.