Fastest growing RIAs embrace tech at higher rates: Schwab
Digital signatures and virtual client meetings were the most adopted technologies, according to the study
RIAs that have incorporated digital touchpoints when interacting with clients have also experienced greater organic growth compared with their peers, according to Charles Schwab’s 2020 RIA Benchmarking study.
Top-performing firms — those that rank in the top 20% of Schwab’s firm perfo
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