Brian Shenson, Vice President of Advisor Technology for Schwab Advisor Services, met with me at Schwab IMPACT 2015 to update the company’s technology roadmap.
In this interview from the heart of “Schwab Center” in the nucleus of The Exchange exhibit hall, Shenson walks me through the status of Schwab Advisor Mobile Connect, Schwab Advisor Portfolio Connect, and Schwab OpenView MarketSquare.
Between Sessions with Riskalyze at T3 Enterprise 2015
The best financial adviser technology of 2015!
2015 Tech Survey Results! FPPad Bits and Bytes for December 4
Schwab IMPACT 2015: Conference wrap up
Schwab IMPACT 2015: Conference Preview
FPPad Bits and Bytes for November 6
FPPad Bits and Bytes for October 16
TRX Unplugged: What happens when a tech provider eschews formality and unplugs for the day
FPPad Bits and Bytes for September 25
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