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.

This episode is sponsored by Schwab Advisor Services.

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. Learn how Schwab supports advisors here.