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16 episodes with schwab advisor services
4 episodes with schwab advisor services
2 episodes with schwab advisor services
2 episodes with schwab advisor services
2 episodes with schwab advisor services
2 episodes with schwab advisor services
2 episodes with schwab advisor services
2 episodes with schwab advisor services
2 episodes with schwab advisor services
Jon Beatty, head of Schwab Advisor Services, joins the Watch List to discuss Schwab IMPACT 2024. He says investors are currently interested in tax planning and optimization. A.I. is another hot topic as investors and financial advisors look to take advantage of the technology. He also talks about personalization and alternative investments including crypto. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
In this episode of the RIA Edge Podcast, David Armstrong, editorial director at Informa Connect's Wealth Management Group, sits down with Jalina Kerr, managing director of client experience for Schwab Advisor Services. Jalina talks about Schwab's approach to enhancing the advisor experience, including the group's work on technology integrations, changes made in the wake of … Read More Read More
Rick Wurster, President of Charles Schwab, talks about the challenges advisors are currently facing. Joe Grogan, Head of Distribution at WisdomTree, discusses making investing simple. Kathy Jones, Chief Fixed Income Strategist at Schwab Center for Financial Research, explains why it's been an unprecedented year for bonds. Jalina Kerr, Managing Director and Head of Client Experience for Schwab Advisor Services, provides details on the latest products and solutions for Schwab's RIA clients. And we Drive to the Close with Ben Kirby, Co-Head of Investments at Thornburg Investment Management. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.
Rick Wurster, President of Charles Schwab, talks about the challenges advisors are currently facing. Joe Grogan, Head of Distribution at WisdomTree, discusses making investing simple. Kathy Jones, Chief Fixed Income Strategist at Schwab Center for Financial Research, explains why it's been an unprecedented year for bonds. Jalina Kerr, Managing Director and Head of Client Experience for Schwab Advisor Services, provides details on the latest products and solutions for Schwab's RIA clients. And we Drive to the Close with Ben Kirby, Co-Head of Investments at Thornburg Investment Management. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.
Today's financial landscape is more complex than ever, encompassing a huge range of investment opportunities. Yet, the advancement of technology has made moving money easier and faster than ever before. While some investors enjoy making financial decisions on their own, this can be an overwhelming experience for others. Many people want to hire a financial advisor to assist in their financial decision-making. But how do you go about finding the right advisor to achieve their goals? How do you get started?On this episode of Financial Decoder, Mark speaks with Bryan Olson, head of Investor Advice Solutions at Schwab and president of Schwab Wealth Advisory™. They discuss the reasons why someone might seek a financial advisor, the different designations of advisor, what questions to ask a potential advisor, and how to find the right one for you.Follow Financial Decoder for free on Apple Podcasts or wherever you listen.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit Schwab.com/FinancialDecoder.If you enjoy the show, please leave us a rating or review on Apple Podcasts. Important DisclosuresInvesting involves risk including loss of principal.There are certain eligibility requirements for working with a dedicated Financial Consultant.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. All expressions of opinion are subject to changes without notice in reaction to shifting market, economic, and geopolitical conditions.Data herein is obtained from what are considered reliable sources; however, its accuracy, completeness, or reliability cannot be guaranteed. Supporting documentation for any claims or statistical information is available upon request.This information does not constitute and is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, Schwab recommends consultation with a qualified tax advisor, CPA, financial planner, or investment manager.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Portfolio Management provided by Schwab Wealth Advisory, Inc., a Registered Investment Adviser and affiliate of Charles Schwab & Co., Inc. (Schwab). Please read the Schwab Wealth Advisory and the Schwab Wealth Advisory, Inc. Disclosure Brochures for information and disclosures about this program. The Wealth Advisor, Associate Wealth Advisor, and other representatives making investment recommendations in your Schwab Wealth Advisory accounts are employees of Schwab Wealth Advisory, Inc.This content is made available and managed by Charles Schwab & Co., Inc. ("Schwab"). The purpose of this information is to educate investors about working with an independent Registered Investment Advisor (RIA). The RIAs and their representatives featured here use Schwab Advisor Services for custody, trading, and operational support. Inclusion should not be construed as a recommendation, an endorsement, or a sponsorship by Schwab. Many independent RIAs and other financial services professionals receive compensation for services in a variety of ways. It is the responsibility of each investor to determine which method of compensation offers the lowest total costs and best serves the interests and needs of the investor.Apple, the Apple logo, iPad, and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.Android is a trademark of Google LLC. Use of this trademark is subject to Google Permissions.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0823-3JN1)
Today's financial landscape is more complex than ever, encompassing a huge range of investment opportunities. Yet, the advancement of technology has made moving money easier and faster than ever before. While some investors enjoy making financial decisions on their own, this can be an overwhelming experience for others. Many people want to hire a financial advisor to assist in their financial decision-making. But how do you go about finding the right advisor to achieve their goals? How do you get started?On this episode of Financial Decoder, Mark speaks with Bryan Olson, head of Investor Advice Solutions at Schwab and president of Schwab Wealth Advisory™. They discuss the reasons why someone might seek a financial advisor, the different designations of advisor, what questions to ask a potential advisor, and how to find the right one for you.Follow Financial Decoder for free on Apple Podcasts or wherever you listen.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit Schwab.com/FinancialDecoder.If you enjoy the show, please leave us a rating or review on Apple Podcasts. Important DisclosuresInvesting involves risk including loss of principal.There are certain eligibility requirements for working with a dedicated Financial Consultant.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. All expressions of opinion are subject to changes without notice in reaction to shifting market, economic, and geopolitical conditions.Data herein is obtained from what are considered reliable sources; however, its accuracy, completeness, or reliability cannot be guaranteed. Supporting documentation for any claims or statistical information is available upon request.This information does not constitute and is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, Schwab recommends consultation with a qualified tax advisor, CPA, financial planner, or investment manager.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Portfolio Management provided by Schwab Wealth Advisory, Inc., a Registered Investment Adviser and affiliate of Charles Schwab & Co., Inc. (Schwab). Please read the Schwab Wealth Advisory and the Schwab Wealth Advisory, Inc. Disclosure Brochures for information and disclosures about this program. The Wealth Advisor, Associate Wealth Advisor, and other representatives making investment recommendations in your Schwab Wealth Advisory accounts are employees of Schwab Wealth Advisory, Inc.This content is made available and managed by Charles Schwab & Co., Inc. ("Schwab"). The purpose of this information is to educate investors about working with an independent Registered Investment Advisor (RIA). The RIAs and their representatives featured here use Schwab Advisor Services for custody, trading, and operational support. Inclusion should not be construed as a recommendation, an endorsement, or a sponsorship by Schwab. Many independent RIAs and other financial services professionals receive compensation for services in a variety of ways. It is the responsibility of each investor to determine which method of compensation offers the lowest total costs and best serves the interests and needs of the investor.Apple, the Apple logo, iPad, and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.Android is a trademark of Google LLC. Use of this trademark is subject to Google Permissions.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0823-3JN1)
Episode Notes Joel Bruckenstein, president of Technology Tools for Today and producer of the annual T3 conference, took time out of his busy schedule to identify some of the major themes of this year's event for guest host Ryan W. Neal. Bruckenstein also shared some highlights from his latest adviser software survey and some gaps in the adviser technology ecosystem he believes open opportunities for new startups. Guest Bio: Joel Bruckenstein is publisher of the Tecnology Tools for Today conferences and the T3 Technology Hub.. He also hosts other technology summits in partnership with thought leaders in the financial services industry and his own invitation-only fintech summit. He is the co-author of three books and has more than 20 years of experience advising financial service firms of all sizes on how to improve technology, processes and workflows. As an independent financial advisor, you need a custodian who truly understands your hopes, your dreams, and your headaches. For the last three decades, Schwab Advisor Services has been there for thousands of advisors just like you who want to serve their clients' best interests – whether they're just starting out or have more complex needs. Together, we can help you build the future you want for your practice with Schwab's expert guidance, technology platform, and hands-on support.
Episode Notes Reporting from the Technology Tools for Today conference in Denton, Texas, InvestmentNews technology editor Ryan W. Neal sits down with Andrew Salesky, head of digital adviser solutions at Charles Schwab, to get an update on the ongoing TD Ameritrade integration and the latest digital developments for advisers using Schwab's platform. They also discuss Schwab's latest third-party tech integrations, takeaways from the T3 conference and Salesky's new passion for swimming. Guest Bio: Andrew Salesky leads Charles Schwab's digital advisor solutions team, which manages the suite of technology platforms used by the registered investment advisers that custody assets with Schwab. This group is a core component of the digital services team, reporting to Schwab's chief digital officer. As an independent financial advisor, you need a custodian who truly understands your hopes, your dreams, and your headaches. For the last three decades, Schwab Advisor Services has been there for thousands of advisors just like you who want to serve their clients' best interests – whether they're just starting out or have more complex needs. Together, we can help you build the future you want for your practice with Schwab's expert guidance, technology platform, and hands-on support.
Episode Notes Franklin Templeton CEO Jenny Johnson joins guest host Ryan W. Neal at the Technology Tools for Today conference. She shares her impressions of her first T3, where she appeared in a fireside chat with T3 president Joel Bruckenstein discussing her firm's latest technology, as well as on a panel on increasing diversity in the industry. The duo also discuss their love of skiing and snowboarding, and Johnson's cross-country RV trip and her new love of rollerblading. Guest bio: Jenny Johnson is president and chief executive officer of Franklin Resources, Inc. She is also a member of the company's board of directors. Ms. Johnson is responsible for developing the company's overall strategic direction, executing on its strategy and advancing Franklin Templeton's client-centric culture. As an independent financial advisor, you need a custodian who truly understands your hopes, your dreams, and your headaches. For the last three decades, Schwab Advisor Services has been there for thousands of advisors just like you who want to serve their clients' best interests – whether they're just starting out or have more complex needs. Together, we can help you build the future you want for your practice with Schwab's expert guidance, technology platform, and hands-on support.
Episode Notes At the Technology Tools for Today conference, guest host Ryan W. Neal sits down with Dani Fava, head of strategic development at Envestnet. After discussing the most interesting meals they had in Denton, Texas, Fava talks about the most exciting startups she met with in the conference's exhibit hall, the latest innovations coming out of Envestnet, pro bono financial planning and her vision for embedding financial wellness and advice into consumer apps. Guest Bio: As head of strategic development at Envestnet, Dani Fava accelerates the firm's strategic vision to help advisers make financial wellness a reality for more people. Fava draws on more than 15 years of wealth management and technology experience, and most recently served as director of institutional innovation at TD Ameritrade Institutional. As an independent financial advisor, you need a custodian who truly understands your hopes, your dreams, and your headaches. For the last three decades, Schwab Advisor Services has been there for thousands of advisors just like you who want to serve their clients' best interests – whether they're just starting out or have more complex needs. Together, we can help you build the future you want for your practice with Schwab's expert guidance, technology platform, and hands-on support.
Episode Notes Speaking at the Technology Tools for Today conference, SEI's Jeff Benfield tells guest host Ryan W. Neal about his impressions of Denton, Texas, and how his firm is using technology to drive personalization. Benfield shares a bit of what's coming on SEI's technology road map, as well as how he's getting back out into the world after the pandemic. Guest Bio: Jeff Benfield, SEI managing director of adviser experience technology, leads the strategic vision, roadmap and execution of the financial adviser technology suite of solutions for SEI's independent adviser business, focusing on the adviser experience. Jeff has served in a range of product management and program management roles over his career, including Vanguard, BNY Mellon's Pershing/Albridge, and Axa Advisors. He joined SEI in 2014 in a business strategy, transformation and product management role in SEI's Private Banking business. As an independent financial advisor, you need a custodian who truly understands your hopes, your dreams, and your headaches. For the last three decades, Schwab Advisor Services has been there for thousands of advisors just like you who want to serve their clients' best interests – whether they're just starting out or have more complex needs. Together, we can help you build the future you want for your practice with Schwab's expert guidance, technology platform, and hands-on support.
Bruce and Jeff explore the news that David Canter is leaving Fidelity Institutional for Bluespring Wealth Partners with Timothy D. Welsh, CEO of Nexus Strategy. They discuss the impact this will have on Fidelity and its custody business, as well as what it means for Bluespring. Guest Bio: Timothy D. Welsh, CFP is president, CEO and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. Prior to founding Nexus Strategy, Tim was Director of Business Consulting Services for Schwab Advisor Services, where he led the development and marketing of practice management resources for independent advisors. While at Schwab, Tim also held senior roles in Strategy, Marketing, Advertising, PR and Industry Content development. Prior to joining Schwab, Tim was vice president at Merrill Lynch, where he was responsible for marketing, product development and financial advisor training for the financial planning group. Tim is frequently quoted in the wealth management media on a wide range of business management and industry topics. He is the author of a number of industry white papers, a guest columnist for RIABiz, InvestmentNews and wealthmanagement.com, and is a frequent speaker at industry conferences and events. Tim earned a bachelor's degree in Economics from the University of California, Berkeley and an MBA in Finance from the University of Colorado.
Episode Notes Jeff and Bruce talk to Lisa Salvi of Schwab Advisor Services about its 16th annual RIA benchmarking study, which it just released. Lisa, who's spent the past 10 years working on this research, imparts what she sees as the study's key findings. She talks about how her team uses the data to inform their best practices within the firm, as well as the three factors that identify top performers in the industry. Guest Bio: Lisa Salvi is a member of the Advisor Services leadership team and is responsible for Schwab's Business Consulting and Education offer. Her team develops and manages programs and one-on-one consulting engagements designed to help independent advisors make lasting and significant improvements within their firms by focusing on key business, technology, and cybersecurity issues. Salvi's team leads the annual RIA Benchmarking Study, the Compensation Study, and programs that support the development of advisor talent through executive education and student initiatives. They also provide insights and tools that help the Advisor Services sales and support teams deliver outstanding client service to independent advisors. Salvi has worked with fee-based advisors since 2003. Since joining Schwab in 2007, she has held several positions, including chief of staff to Bernie Clark, head of Advisor Services. Salvi holds a bachelor's degree from the University of California, Los Angeles, and the Series 7 and Series 24 registrations.
Episode Notes Alison Dooher, the managing director of digital advisor solutions at Charles Schwab, shares an update on the ongoing technology integration between Schwab and TD Ameritrade. Live from the T3 expo hall in Tampa, Florida, Dooher also talks with InvestmentNews technology editor Ryan W. Neal about how advisors are using their data, her quest to make the perfect pizza dough, and the show “Yellowstone.” Guest Bio: Alison Dooher leads the Digital Advisor Solutions team, which oversees the suite of technology platforms that help the Registered Investment Advisors (RIAs) that custody assets with Schwab serve their clients and increase the scale and efficiency of their business. This group is a core component of the Digital Services team responsible for defining and developing strategy, offers and experiences to drive growth and loyalty across all Schwab client groups, reporting to Schwab's Chief Digital Officer. It also plays a key role in advancing the overall custody, trading and support services Schwab provides to independent investment advisors. Since joining the firm in 1999, Dooher has enjoyed a long career with Schwab serving clients across a breadth of roles. Most recently, Dooher has been responsible for leading the teams building industry-leading digital onboarding and account servicing experiences for advisors. This role followed her time as one of the leaders responsible for launching Schwab's roboadvisor, Schwab Intelligent Portfolios. Prior roles also include directly supporting new advisors launching their RIA businesses as well as institutional trading. Dooher earned her bachelor's degree at Wake Forest University. She lives in Denver with her husband Nicholas. As an independent financial advisor, you need a custodian who truly understands your hopes, your dreams, and your headaches. For the last three decades, Schwab Advisor Services has been there for thousands of advisors just like you who want to serve their clients' best interests – whether they're just starting out or have more complex needs. Together, we can help you build the future you want for your practice with Schwab's expert guidance, technology platform, and hands-on support.
Episode Notes Riskalyze co-founder and CEO Aaron Klein reflects on 10 years of attending the T3 conference and speaks with technology editor Ryan W. Neal about how his company is helping financial advisors grow without twisting them into salespeople. Live from the T3 floor expo floor, Klein also talks about how the company is strategizing integrations and lighting the beam for the Sacramento Kings. Guest Bio: Aaron Klein is co-founder and CEO of Riskalyze. Aaron's career has largely been at the intersection of finance and technology. As co-founder and CEO at Riskalyze, he led the company to twice being named one of the world's top 10 most innovative companies in finance by Fast Company Magazine. Aaron has served as a Sierra College Trustee, and in his spare time, he co-founded a school project for orphans and vulnerable kids in Ethiopia. InvestmentNews has honored him as one of the industry's top 40 Under 40 executives. As an independent financial advisor, you need a custodian who truly understands your hopes, your dreams, and your headaches. For the last three decades, Schwab Advisor Services has been there for thousands of advisors just like you who want to serve their clients' best interests – whether they're just starting out or have more complex needs. Together, we can help you build the future you want for your practice with Schwab's expert guidance, technology platform, and hands-on support.
Episode Notes T3 producer Joel Bruckenstein shares some inside tips on what to enjoy in Tampa Bay; discusses what his latest advisor technology survey uncovered about cybersecurity; and talks about some of the most interesting new technology startups in the T3 expo hall. As an independent financial advisor, you need a custodian who truly understands your hopes, your dreams, and your headaches. For the last three decades, Schwab Advisor Services has been there for thousands of advisors just like you who want to serve their clients' best interests – whether they're just starting out or have more complex needs. Together, we can help you build the future you want for your practice with Schwab's expert guidance, technology platform, and hands-on support.
Episode Notes Should wealth management firms build their own technology or integrate with third parties? Carson Group chief technology officer Nimesh Patel joins InvestmentNews technology editor Ryan W. Neal on the T3 conference floor to discuss the options for creating a differentiated technology platform, and their shared love of “The Last of Us” on HBO. Guest Bio: Nimesh Patel is chief technology officer at Carson Group. Prior to joining Carson Group, Patel was CEO of Prefix Health Technologies, a tech startup that modernized access and delivery of social benefits to vulnerable populations. Previously, he served as COO and CTO at Cresset, a startup in capital markets, where he helped incubate and grow the firm to reach $5 billion in assets under management in under two years. Other career stops include five years as CTO of Emmi Solutions, a healthtech company, and work in a variety of technology leadership roles at UBS (Hong Kong), Intercontinental Exchange Trust, Boston Options Exchange and Chicago Mercantile Exchange. As an independent financial advisor, you need a custodian who truly understands your hopes, your dreams, and your headaches. For the last three decades, Schwab Advisor Services has been there for thousands of advisors just like you who want to serve their clients' best interests – whether they're just starting out or have more complex needs. Together, we can help you build the future you want for your practice with Schwab's expert guidance, technology platform, and hands-on support.
Episode Notes In this special episode of the IN Pod, straight from the conference floor of T3, InvestmentNews Rose Palazzo, group president of financial planning at Envestnet, joins technology editor Ryan W. Neal on the T3 conference floor to share some of the latest features and enhancements coming to MoneyGuide, as well as a sneak peak at a product coming to help advisors charge for financial planning. Guest Bio: Rose Palazzo is the Group President of Envestnet Financial Planning, where she oversees all MoneyGuide operations. As an independent financial advisor, you need a custodian who truly understands your hopes, your dreams, and your headaches. For the last three decades, Schwab Advisor Services has been there for thousands of advisors just like you who want to serve their clients' best interests – whether they're just starting out or have more complex needs. Together, we can help you build the future you want for your practice with Schwab's expert guidance, technology platform, and hands-on support.
This episode of the RIA Edge podcast provides advisors with a view into the trends that are influencing and impacting growth across the RIA landscape. Specifically, industry veteran Tom Bradley, Managing Director at Schwab Advisor Services, and Informa's Mark Bruno provide benchmarks for growth rates and a high-level view of the “levers” that top firms … Continue reading RIA Edge Podcast: Schwab's Tom Bradley: RIA Megatrends – The Drivers of Current & Future Growth →
Schwab Advisor Services' Lisa Salvi says young adults want to see a clear path to a rewarding career and business ownership.
Tim Welsh, CFP®, President, CEO and founder of Nexus Strategy, LLC, a leading wealth management consulting firm, joins me on today's episode of Bridging The Gap. One of the most insightful, knowledgeable members of our community, Tim shares his insights about wealth tech, the industry as a whole, and the technology within our industry. We discuss Tim's views for the future of technology, where he sees it going, stepping away from the “white glove service” to add automation to your firm, and the new marketing rule the SEC has introduced. We also dig into how advisors can get lost in their existing success and lose the opportunity to grow. This is a favorite conversation of mine with a favorite person in our industry. Guest Bio:Timothy D. Welsh, CFP® is President, CEO and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. Nexus Strategy's primary focus is working with leading organizations to best market their products, services and technology to the independent advisor community.Prior to founding Nexus Strategy, Tim was Director of Business Consulting Services for Schwab Advisor Services where he led the development and marketing of practice management resources for independent advisors. While at Schwab, Tim also held senior roles in Strategy, Marketing, Advertising, PR and Industry Content development.Prior to joining Schwab, Tim was vice president at Merrill Lynch where he was responsible for marketing, product development and financial advisor training for the financial planning group.Tim is frequently quoted in the wealth management media on a wide range of business management and industry topics. He is the author of a number of industry white papers, a regular columnist for RIABiz, ThinkAdvisor, and wealthmanagement.com, and is a frequent speaker at industry conferences and events. Tim earned a bachelor's degree in Economics from the University of California, Berkeley and an MBA in Finance from the University of Colorado's Leeds School of Business.Tim holds the Certified Financial Planner, CFP® designation and served as an elected member of the Financial Planning Association's National Board of Directors.Mentioned in this episode:Benjamin
With markets no longer providing advisers with a wide number of opportunities to grow their assets, RIAs must be truly intentional about how they drive meaningful organic growth. In this episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Jalina Kerr, Managing Director of Client Services for Schwab Advisor Services, … Continue reading RIA Edge Podcast: Schwab's Jalina Kerr: How RIAs Can Grow By Design – Not Default →
What's going on in the industry? Grab your favorite drink and join us as we rank what's underrated and overrated in wealth management. · AdviceTech Live is happening again and for a good cause· Citigroup, Genworth face lawsuits over BlackRock TDFs in their 401(k)s· Altrusit add's Potomac tactical model strategies to its model marketplace· Schwab Advisor Services scuttles Orion's TD Ameritrade software deal· UBS backs out of Wealthfront deal, coughs up $69 million and will 'build' not buy We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
Jeff and Bruce talk to Lisa Salvi of Schwab Advisor Services about its 16th annual RIA benchmarking study, which it just released. Lisa, who's spent the past 10 years working on this research, imparts what she sees as the study's key findings. She talks about how her team uses the data to inform their best practices within the firm, as well as the three factors that identify top performers in the industry. Related Article: Schwab benchmarking report shows strong RIA growth, hiring challenges aheadGuest Bio:Lisa Salvi is a member of the Advisor Services leadership team and is responsible for Schwab's Business Consulting and Education offer. Her team develops and manages programs and one-on-one consulting engagements designed to help independent advisors make lasting and significant improvements within their firms by focusing on key business, technology, and cybersecurity issues. Salvi's team leads the annual RIA Benchmarking Study, the Compensation Study, and programs that support the development of advisor talent through executive education and student initiatives. They also provide insights and tools that help the Advisor Services sales and support teams deliver outstanding client service to independent advisors.Salvi has worked with fee-based advisors since 2003. Since joining Schwab in 2007, she has held several positions, including chief of staff to Bernie Clark, head of Advisor Services.Salvi holds a bachelor's degree from the University of California, Los Angeles, and the Series 7 and Series 24 registrations.
Bruce and Jeff explore the news that David Canter is leaving Fidelity Institutional for Bluespring Wealth Partners with Timothy D. Welsh, CEO of Nexus Strategy. They discuss the impact this will have on Fidelity and its custody business, as well as what it means for Bluespring.Related Article: Fidelity's outgoing RIA boss, David Canter, joining Bluespring Wealth as presidentGuest Bio:Timothy D. Welsh, CFP is president, CEO and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry.Prior to founding Nexus Strategy, Tim was Director of Business Consulting Services for Schwab Advisor Services, where he led the development and marketing of practice management resources for independent advisors. While at Schwab, Tim also held senior roles in Strategy, Marketing, Advertising, PR and Industry Content development.Prior to joining Schwab, Tim was vice president at Merrill Lynch, where he was responsible for marketing, product development and financial advisor training for the financial planning group. Tim is frequently quoted in the wealth management media on a wide range of business management and industry topics. He is the author of a number of industry white papers, a guest columnist for RIABiz, InvestmentNews and wealthmanagement.com, and is a frequent speaker at industry conferences and events. Tim earned a bachelor's degree in Economics from the University of California, Berkeley and an MBA in Finance from the University of Colorado.
Bruce and Jeff talk with Tom Bradley, managing director at Charles Schwab, about the Schwab-TD Ameritrade merger. They break down the multiyear process of the acquisition and get an update on its current status, as well as unpacking the challenges faced throughout the process. Guest Bio:As managing director for Schwab Advisor Services, Tom Bradley's role is to oversee the Core segment of Schwab's advisor business, which provides custodial support services customized to independent Registered Investment Advisors with up to $300 million in assets under management.
In this episode, you'll hear about: Year-end tax management.Booming RIA M&A activity.What's going on with mergers and acquisitions of advisory firms.How consolidation in the wealth management space is affecting your advisory firm.Related article: https://www.investmentnews.com/bidens-tough-tax-talk-fuels-record-ma-activity-214574Guest Bio:Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality and best-selling author. He is known for his ability to turn advanced tax strategies into understandable, actionable and entertaining advice.He is the president and founder of Ed Slott and Company, a leading source of IRA expertise and analysis to financial advisers, institutions and consumers.David DeVoe is founder and CEO of DeVoe & Company. As a thought leader on RIA practice management for over 17 years, David has been named "RIA M&A Guru" by Barron's. He launched Schwab Advisor Services, which he led for eight years. David was previously in the Strategic Planning Group at American Express.
Throughout the holiday season, you might encounter dozens of appeals for charity. If you decide to give, or if you donate throughout the year, how can you maximize the impact of your gift? In this episode, Mark talks with Sam Kang, president of Schwab Charitable, a nonprofit organization established with the support of The Charles Schwab Corporation to make charitable giving simpler and more tax-efficient.They discuss direct cash gifts, donor-advised funds, qualified charitable distributions, and other ways of giving—and which types of investors can benefit from each approach.You can learn more about the science behind why helping others makes us feel good on the “Happiness” episode of Choiceology with Katy Milkman.Subscribe to Financial Decoder for free on Apple Podcasts or wherever you listen.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit Schwab.com/FinancialDecoder.If you enjoy the show, please leave us a rating or review on Apple Podcasts. Important DisclosuresInvestors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges, and expenses. Please read it carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Supporting documentation for any claims or statistical information is available upon request.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.Investing involves risk including loss of principal.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Schwab Charitable™ is the name used for the combined programs and services of Schwab Charitable Fund™, an independent nonprofit organization. Schwab Charitable Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation.A donor's ability to claim itemized deductions is subject to a variety of limitations depending on the donor's specific tax situation. Consult your tax advisor for more information.This information does not constitute and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, Schwab Charitable recommends consultation with a qualified tax advisor, CPA, Financial Planner or Investment Manager.Because environmental, social and governance (ESG) strategies exclude some securities, ESG-focused products may not be able to take advantage of the same opportunities or market trends as products that do not use such strategies. Additionally, the criteria used to select companies for investment may result in investing in securities, industries or sectors that underperform the market as a whole.Diversification, asset allocation, and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Rebalancing may cause investors to incur transaction costs and, when a nonretirement account is rebalanced, taxable events may be created that may affect your tax liability.Professionally managed accounts are available only through independent investment advisors with Schwab Advisor Services™, a business segment of The Charles Schwab Corporation serving independent investment advisors and includes the custody, trading, and support services of Charles Schwab & Co., Inc. While donors may recommend an advisor, Schwab Charitable must approve the recommendation. Advisors must meet certain eligibility requirements and adhere to Schwab Charitable fee and investment guidelines. You may request a copy of the investment guidelines by calling us at 800-746-6216.(1121-1WV9)
Throughout the holiday season, you might encounter dozens of appeals for charity. If you decide to give, or if you donate throughout the year, how can you maximize the impact of your gift? In this episode, Mark talks with Sam Kang, president of Schwab Charitable, a nonprofit organization established with the support of The Charles Schwab Corporation to make charitable giving simpler and more tax-efficient.They discuss direct cash gifts, donor-advised funds, qualified charitable distributions, and other ways of giving—and which types of investors can benefit from each approach.You can learn more about the science behind why helping others makes us feel good on the “Happiness” episode of Choiceology with Katy Milkman.Subscribe to Financial Decoder for free on Apple Podcasts or wherever you listen.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit Schwab.com/FinancialDecoder.If you enjoy the show, please leave us a rating or review on Apple Podcasts. Important DisclosuresInvestors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges, and expenses. Please read it carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Supporting documentation for any claims or statistical information is available upon request.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.Investing involves risk including loss of principal.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Schwab Charitable™ is the name used for the combined programs and services of Schwab Charitable Fund™, an independent nonprofit organization. Schwab Charitable Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation.A donor's ability to claim itemized deductions is subject to a variety of limitations depending on the donor's specific tax situation. Consult your tax advisor for more information.This information does not constitute and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, Schwab Charitable recommends consultation with a qualified tax advisor, CPA, Financial Planner or Investment Manager.Because environmental, social and governance (ESG) strategies exclude some securities, ESG-focused products may not be able to take advantage of the same opportunities or market trends as products that do not use such strategies. Additionally, the criteria used to select companies for investment may result in investing in securities, industries or sectors that underperform the market as a whole.Diversification, asset allocation, and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Rebalancing may cause investors to incur transaction costs and, when a nonretirement account is rebalanced, taxable events may be created that may affect your tax liability.Professionally managed accounts are available only through independent investment advisors with Schwab Advisor Services™, a business segment of The Charles Schwab Corporation serving independent investment advisors and includes the custody, trading, and support services of Charles Schwab & Co., Inc. While donors may recommend an advisor, Schwab Charitable must approve the recommendation. Advisors must meet certain eligibility requirements and adhere to Schwab Charitable fee and investment guidelines. You may request a copy of the investment guidelines by calling us at 800-746-6216.(1121-1WV9)
In the 28th episode of The COO Roundtable, Matt welcomes two extremely experienced consultants from Charles Schwab Advisor Services’ Business Consulting & Education division, Tony Parkin and Nikolee Turner. Matt, Tony, and Nikolee discuss how professional management drives “lasting and significant changes” at organizations, the importance of clear and repetitive internal communication, the need to understand your ideal client before determining your firm’s organizational structure, and much more including: An overview of Schwab’s consulting services and how they provide support to help RIAs run successful businesses A funny story about Tony’s first time visiting the PFI Advisors’ office Both guests’ professional backgrounds, including how Tony discovered the benefits of the independent model and Nikolee’s fascination with “how people pursue their own excellence” Nikolee shares Schwab’s Five Guiding Principles for Advisory Firm Success Tony and Nikolee’s thoughts on when they believe a firm needs professional management Challenges firms face when bringing in professional management for the first time To view a copy of the 2020 Schwab RIA Compensation report, click here. We hope you enjoy, share, and subscribe! You can listen and subscribe on Google Podcasts, Apple Podcasts, or Spotify. Sign up here to be notified of new practice management content added to our blog on a regular basis.
In the 28th episode of The COO Roundtable, Matt welcomes two extremely experienced consultants from Charles Schwab Advisor Services’ Business Consulting & Education division, Tony Parkin and Nikolee Turner. Matt, Tony, and Nikolee discuss how professional management drives “lasting and significant changes” at organizations, the importance of clear and repetitive internal communication, the need to understand your ideal client before determining your firm’s organizational structure, and much more including: An overview of Schwab’s consulting services and how they provide support to help RIAs run successful businesses A funny story about Tony’s first time visiting the PFI Advisors’ office Both guests’ professional backgrounds, including how Tony discovered the benefits of the independent model and Nikolee’s fascination with “how people pursue their own excellence” Nikolee shares Schwab’s Five Guiding Principles for Advisory Firm Success Tony and Nikolee’s thoughts on when they believe a firm needs professional management Challenges firms face when bringing in professional management for the first time To view a copy of the 2020 Schwab RIA Compensation report, click here. We hope you enjoy, share, and subscribe! You can listen and subscribe on Google Podcasts, Apple Podcasts, or Spotify. Sign up here to be notified of new practice management content added to our blog on a regular basis.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Tim Oden, National Sales Manager, Business Development at Schwab Advisor Services. The… Read More The post A Conversation with Tim Oden, National Sales Manager, Business Development at Schwab Advisor Services – March 2021 appeared first on AdvisorHub.
Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change
An exploration of the 2020 Schwab RIA Benchmarking Study with Lisa Salvi of Schwab Advisor Services. Beyond key trends, she shares the drivers and habits of top RIA firms, with actionable information for both advisors and independent business owners.
Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change
An exploration of the 2020 Schwab RIA Benchmarking Study with Lisa Salvi of Schwab Advisor Services. Beyond key trends, she shares the drivers and habits of top RIA firms, with actionable information for both advisors and independent business owners.
In this episode of the Perspectives podcast, sponsored by Charles Schwab hosted on ThinkAdvisor, we’ll hear highlights from the September 30th presentation titled, The Momentum Behind the RIA Model. The Registered Investment Advisor (RIA) model continues to thrive forward – and now is the perfect time to join the momentum. Why now? The speakers in this presentation – Becky Krieger, CFP®, CPA, Managing Director, Client and Community Outreach & Shareholder at Accredited Investors Wealth Management®; Jonathan Straub, Founder and Principal at AdvicePeriod; and Chris Reedy, Managing Director, Business Development at Schwab Advisor Services™ – highlight five major trends that are propelling RIA firms forward. Successful RIA advisors share how these major trends have helped them shape and grow their firms to benefit their clients and themselves. The full on-demand webcast can be found here: https://www.thinkadvisor.com/2020/09/03/the-momentum-behind-the-ria-model/
Today Shad Besikof is joined by his longtime friend, former Schwab Advisor Services colleague, and President and Founder of Nexus Strategy, Tim Welsh, CFP®. In this episode of GetClarity, Shad and Tim discuss trends and opportunities advisors making the switch to independence should consider. Tim shares why many advisors are now leaning on third parties to launch, the importance of strong communication, marketing strategies and how to tackle capacity concerns.About Tim: Tim Welsh, CFP® is the president and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. Prior to founding Nexus Strategy, Tim was Director of Business Consulting Services for Schwab Advisor Services where he led the development and marketing of practice management resources for independent advisors. While at Schwab, Tim also held senior roles in Strategy, Marketing, Advertising, PR and Industry Content development. Tim is frequently quoted in the wealth management media on a wide range of business management and industry topics. He is the author of a number of industry white papers, a guest columnist for RIABiz, InvestmentNews and Wealthmanagement.com, and is a frequent speaker at industry conferences and events.
On this episode of GetClarity, Shad Besikof is joined by Adam Moseley, Managing Director at Schwab Advisor Services and Brian Francetich, Shareholder and Director at Golsan Scruggs. Tune in as they demystify myths about cybersecurity in the independent advisor space. Adam shares his insight on the cybersecurity measures Schwab Advisor Services takes to protect client assets and accounts and shares the best practices advisors should implement in preparation for the top cybersecurity threats. Brian touches on cyber liability insurance and how this can protect independent advisors in the unlikely scenario a cyber breach occurs. Adam and Brian’s tips will help advisors listening in navigate cybersecurity even in the risky climate of remote work. Listen to our episode to find your secure pathway to independence.
In this episode of the Expert Perspectives podcast, sponsored by Practifi and hosted on ThinkAdvisor, we’ll hear highlights from the March 31st presentation titled, How to Use Tech to Turn Volatility into Stability and Scalability. As the recent market downturn and ongoing uncertainty about the global economy shows, straying off the prudent investing path can be dangerous. Many investors are getting caught up in recency bias and taking unnecessary risks. The speakers in this webcast – Gavin Spitzner, Founder and President of Wealth Consulting Partners; Timothy Welsh, President, CEO and Founder of Nexus Strategy; Craig Iskowitz, CEO and Founder of Ezra Group; and Robert DeFrancis, Head of RIA Sales at Practifi – address how you can provide detailed and easily understandable investment plan data for your clients. The full on-demand webcast can be found here: https://www.thinkadvisor.com/2020/03/02/how-to-use-tech-to-turn-volatility-into-stability-and-scalability/ Gavin Spitzner | Founder and President | Wealth Consulting Partners Gavin Spitzner, Founder and President of Wealth Consulting Partners, has 25+ years working in and consulting to Fortune 500 companies with a breadth of experience encompassing business development, digital strategy and professional development. Gavin has partnered with numerous top 25 U.S. and Global banks and broker-dealers as well as asset managers, RIAs and fintech firms to develop and implement innovative investment management platform solutions leveraging modern technology and processes to improve top and bottom-line business performance. Timothy D. Welsh | President, CEO and Founder | Nexus Strategy Timothy D. Welsh, CFP, is President, CEO and Founder of Nexus Strategy, a leading consulting firm to the wealth management industry. Nexus Strategy’s primary focus is working with leading organizations to best market their products, services and technology to the independent advisor community. Prior to founding Nexus Strategy, Tim was Director of Business Consulting Services for Schwab Advisor Services where he led the development and marketing of practice management resources for independent advisors. Craig Iskowitz | CEO and Founder | Ezra Group Craig Iskowitz is a strategy consultant in Wealth Management and an industry thought leader. He is Founder and CEO of Ezra Group, a management consultancy that offers technology, business growth and strategic marketing services to broker-dealers, banks, RIA’s, asset managers and their fintech vendors. Robert DeFrancis | Head of RIA Sales | Practifi Robert is a FinTech industry leader and advisor advocate working with innovative, technology-forward financial advisory firms. He brings over 20 years of experience, including his time at Junxure and PortfolioCenter.
Better conversations. Better outcomes. | Presented by BMO Global Asset Management
The independent RIA channel has had sustained growth for over two decades. The desire for independence, innovative service models and transparency has fueled rapid growth. Bernie Clark, Head of Schwab Advisor Services has been at the forefront of this evolution from a cottage business to over a 4 trillion dollar industry today. Bernie’s passion for helping independent advisors succeed in this space makes him the perfect person to share perspective and offer actionable advice for independent RIAs and those considering the move towards independence. For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/forces-shaping-the-future-of-advice-with-schwabs-bernie-clark/.
Tim Welsh is the president of Nexus Strategy, one of the top consulting firms in the wealth management industry. I first ran across Tim reading one of his articles so I reached out and found him to have a deep understanding of our industry so I wanted to bring him on the podcast. In this interview, we discuss technological disruptors like AdvicePay, Schwab's $30 subscription service and options for cash. The industry is changing fast, and Tim has a great read on what it going on. Connect With Tim Timothy D. Welsh, CFP® Nexus Strategy, LLC Phone – 415-847-4874 Email – tim@nexus-strategy.com Web – www.Nexus-Strategy.com Twitter - www.twitter.com/NexusStrategy About Tim (From His Website) Timothy D. Welsh, CFP® is President, CEO and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. Prior to founding Nexus Strategy, Tim was Director of Business Consulting Services for Schwab Advisor Services where he led the development and marketing of practice management resources for independent advisors. While at Schwab, Tim also held senior roles in Strategy, Marketing, Advertising, PR and Industry Content development. Prior to joining Schwab, Tim was vice president at Merrill Lynch where he was responsible for marketing, product development and financial advisor training for the financial planning group. Tim is frequently quoted in the wealth management media on a wide range of business management and industry topics. He is the author of a number of industry white papers, a guest columnist for RIABiz, Investment News and wealthmanagement.com, and is a frequent speaker at industry conferences and events. Tim earned a bachelor's degree in Economics from the University of California, Berkeley and an MBA in Finance from the University of Colorado. Tim holds the Certified Financial Planner, CFP® designation and is an active member of the Financial Planning Association (FPA), serving in a leadership role on a number of task forces, committees and as a past elected member of the National Board of Directors.
My guest today is one of the pioneers of financial planning under the RIA model. Harold Evensky is the co-founder and chairman of Evensky & Katz / Foldes Financial, an independent RIA in South Florida that oversees nearly $1.5 billion in assets under management. With over thirty years of experience in the field, Harold literally wrote the book on taking a holistic, goals-based wealth management approach to portfolio design with his 1997 publication, Wealth Management: The Financial Advisor's Guide to Investing and Managing Client Assets. In this episode, Harold shares his experience starting an RIA in the early days of the independent advisor movement, before platforms like Schwab Advisor Services even existed. Listen in to learn what he did to help his firm compete against mega wirehouses, how the industry has evolved in the three decades since he started, and what it will take for financial planning to truly be recognized as a profession by the public. For show notes and more visit: https://www.kitces.com/116
In this episode, Nathan and Bernie discuss: How Bernie helps Schwab oversee $1.6 trillion dollars in custody assets. Bernie’s career track in the investment industry. Leadership lessons learned, the role of mentors, and the importance of surrounding yourself with great people. What opportunities Bernie sees for the future. Key Takeaways: Amassing great teams filled with diversity builds a strong business. Mentors are available at all stages of life. Deal with problems head on. Bad news is best early and in great detail. Don’t limit yourself. Embrace a growth mindset that can lead you to places you could never have imagined. "It’s the people around us that make us great." — Bernie Clark Connect with Bernie Clark: Website: https://www.aboutschwab.com/leadership/bernard-clark LinkedIn: @bernie-clark Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show Notes by Podcastologist/Show Producer: Laura Gray Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change
As more and more advisors consider a move to the independent space, they often express concern about the heavy-lifting such a move might require. In this podcast episode, Mindy is joined by Tim Oden, Senior Managing Director for Business Development at Schwab Advisor Services. With his 30-years of industry experience, he offers a great perspective on the ever-increasing movement towards independence.
Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change
As more and more advisors consider a move to the independent space, they often express concern about the heavy-lifting such a move might require. In this podcast episode, Mindy is joined by Tim Oden, Senior Managing Director for Business Development at Schwab Advisor Services. With his 30-years of industry experience, he offers a great perspective on the ever-increasing movement towards independence.
Corey Kupfer has negotiated successful deals for over 30 years as an entrepreneur and lawyer. He’s the author of Authentic Negotiating: Clarity, Detachment & Equilibrium – The Three Keys to True Negotiating Success & How to Achieve Them. Corey’s clients include best-selling business author David Bach and Ajay Gupta, financial advisor to Tony Robbins. He’s committed to inspiring authenticity in business. He has facilitated workshops for Entrepreneurs’ Organization, Fidelity Institutional Wealth Services, AICPA, Citibank, Schwab Advisor Services, and numerous other organizations. Corey is also very active with many nonprofit and public interest organizations. For many years, he was a leader of the New York community of The Hunger Project, an organization that empowers people to end their own hunger. What you’ll learn about in this episode Corey’s background Why it’s important to be at a place of gratitude Why you need to prepare both internally & externally Why you will have much more success if you plan your days intentionally Why you need to get comfortable with being uncomfortable Why you need to get connected to the ‘gap’ How context can give you a place to truth back up to Why it’s important to identify your purpose and fully commit to it Why you need to do the work to figure out the deep ‘why’ Trusting your inner guidance How best to connect with Corey: Website: coreykupfer.com Website: authenticenterprises.com LinkedIn: www.linkedin.com/in/coreykupfer Facebook: www.facebook.com/CoreyKupfer Twitter: @coreykupfer Book: “Authentic Negotiating: Clarity, Detachment & Equilibrium The Three Keys to True Negotiating Success & How to Achieve Them”
We wrap up our coverage of Schwab IMPACT 2015 from the floor of The Exchange, noting that this is an incremental year in technology updates from Schwab Advisor Services. Following last year’s major announcement of Schwab Intelligent Portfolios, I left Schwab IMPACT 2015 with the impression that Schwab Advisor Services is busy delivering incremental updates and improvements […]
Brian Shenson, Vice President of Advisor Technology for Schwab Advisor Services, met with me at Schwab IMPACT 2015 to update the company’s technology roadmap. In this interview from the heart of “Schwab Center” in the nucleus of The Exchange exhibit hall, Shenson walks me through the status of Schwab Advisor Mobile Connect, Schwab Advisor Portfolio Connect, and Schwab OpenView MarketSquare™.
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