The WealthStack Podcast: Schwab’s Vision for Advisor Tech

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Technology is no longer just a nice-to-have—it’s essential for scaling and improving client 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, is joined by 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.

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Key takeaways include:

• Why less might be more when it comes to tech stacks
• What Schwab learned from the TD Ameritrade integration 
• Why Schwab is enhancing the quality of integrations
• How AI will empower advisors to focus more on meaningful client relationships rather than replace them

Connect with Shannon Rosic:

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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 in the service of registered investment advisors.

She currently leads Digital Advisor Solutions, which oversees technology platforms that help the RIAs that custody 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 custody, trading and support services Schwab provides to independent investment advisors.