Schwab’s Beatty On RIA Growth Drivers And Digitalization Trends

Jon Beatty, Chief Operating Officer, Schwab Advisor Services joins Keith Black, Managing Director, RIA Channel to discuss RIA growth drivers and digitalization trends. 

As demand for personalized advice explodes, RIAs around the country aim to expand their services, bring in new talent, and streamline their businesses in order to achieve scale. “Having the right infrastructure in place frees advisors up to be outward looking towards clients and really focus on those relationships,” says Beatty on the importance of digitalization and infrastructure.

Schwab recently announced that it aims to be fully integrated with TD Ameritrade in September 2023 and is dedicated to delivering the best-of-the-best advisor platform.  

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