In our final episode recorded live at the 2022 T3 Advisor Conference, we welcome Kartik Srinivasan, Director - Head of 3rd Party Integration, Digital Advisor Solutions, at Charles Schwab. Kartik discusses trends like the personalization of investments, how Schwab is elevating advisor tech experiences with API solutions, and why he's so excited about advancements in client onboarding.
Information
- Show
- Published26 July 2022 at 13:10 UTC
- Length13 min
- Season4
- Episode11
- RatingClean