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RIA technology:
Adapting to a rapidly changing environment

Live Webinar

Tuesday, May 4th @ 2:00pmET


Schwab is embracing technology change.
What lessons can your firm learn?

The past 12 months have challenged notions about wealth management technology. Advisors are reacting, but tough tradeoffs and quick decisions need to be made. How is the industry’s leading custodian responding to this rapid realignment? For anyone involved in RIA technology decisions, don’t miss this opportunity to hear timely perspectives from Schwab and AdvisorEngine.

These industry leaders will share observations on the fast-evolving RIA landscape. Topics to be explored include: 

  • New opportunities - and risks - that have emerged in the last 12 months
  • How firms can partner more effectively with custodian and fintech providers
  • What top RIA performers are doing differently than others with technology
  • What firms over $1 billion in AUM can learn from new breakaway advisors
  • How your firm can use technology as a competitive advantage

Register for the live webinar