Schwab Advisor Services’ Jalina Kerr discusses how the firm is trying to follow advisors’ lead when it comes to prioritizing the custodian’s approach to tech development.
RIA Edge Podcast: Enhancing the RIA Experience with Jalina Kerr
Schwab Advisor Services’ Jalina Kerr discusses how the firm is trying to follow advisors’ lead when it comes to prioritizing the custodian’s approach to tech development.