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
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