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Schwab sees increasing tech adoption among RIAs

Schwab tech adoption Jalina Kerr

According to data collected from 14,000 RIAs, 80% are using digital client onboarding tools.

After years of financial advisors resisting the move into the digital age, Schwab Advisor Services is starting to see significant adoption of some core technology.

According to data collected in 2022 from 14,000 registered investment advisors using Schwab as a custodian, 98% of firms are using di

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