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.
Related article: T3 2022 recap: Top takeaways from the adviser fintech conference
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.
This episode is sponsored by
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.
Don't miss this expert breakdown of donor giving trends and what's coming in 2025!
Bruce is joined this week by InvestmentNews colleague James Burton to discuss the acquisition that rocked the advisor world. What does this epic coming together mean for both firms?
Take your advisory practice to the next level with insights on tax-smart charitable giving strategies.
As alternative investment products flood the market, Bruce discusses the state of play with Neil Menard, president of distribution at StepStone Private Wealth, a man with deep experience in this field.
