Month: December 2024
The WealthStack Podcast: Schwab’s Vision for Advisor Tech with Alison Dooher

The WealthStack Podcast: Schwab’s Vision for Advisor Tech with Alison Dooher

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Technology is no longer just a nice-to-have—it’s essential for scaling and improving client outcomes. With increasing demands on advisors, platforms like Schwab are working to simplify, integrate and anticipate the next wave of innovation to help advisors thrive in an evolving landscape.

In this episode of The WealthStack Podcast, Shannon Rosic, director of WealthStack content and solutions at Informa Connect, is joined by Alison Dooher, head of digital advisor services at Charles Schwab, for a live discussion at the recent Schwab IMPACT conference in San Francisco. The conversation dives deep into the future of wealthtech, addressing how Schwab is evolving its digital ecosystem to meet the growing needs of financial advisors. With an emphasis on simplifying tools, improving integrations and leveraging AI, Schwab’s strategy focuses on empowering advisors to streamline operations and enhance the client experience.

Key takeaways include:

  • Why less might be more when it comes to tech stacks
  • What Schwab learned from the TD Ameritrade integration 
  • Why Schwab is enhancing the quality of integrations
  • How AI will empower advisors to focus more on meaningful client relationships rather than replace them

Connect with Shannon Rosic:

Connect with Alison Dooher:

About Our Guest:

Alison Dooher is a member of the Advisor Services Leadership Team and has spent two decades working with and in the service of registered investment advisors.

She currently leads Digital Advisor Solutions, which oversees technology platforms that help the RIAs that custody assets with Schwab serve their clients and increase the scale and efficiency of their business. Dooher and her team play a central role in advancing the custody, trading and support services Schwab provides to independent investment advisors.

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The WealthStack Podcast: How Digital Vaults Empower Advisors and Families with Martha Underwood

The WealthStack Podcast: How Digital Vaults Empower Advisors and Families with Martha Underwood

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Digital vaults are revolutionizing legacy planning by providing a secure, centralized and accessible solution for managing critical documents and assets. In an era where families are geographically dispersed, and financial lives are increasingly complex, digital vaults enable the seamless organization and sharing of important information, such as wills, insurance policies, deeds and health directives. By empowering individuals to grant controlled access to trusted advisors and family members, these tools bridge communication gaps and ensure that wishes are respected during life’s critical moments. 

Born out of a personal crisis during Hurricane Irma, Prismm was Martha Underwood’s solution to a pressing problem: secure, centralized access to critical documents. Join host Shannon Rosic, director of WealthStack content and solutions, as she speaks with Prism’s founder about: 

  • The pressing need for seamless access to critical documents and assets
  • How Prismm differentiates itself with customer ownership of data 
  • The significance of client engagement in comprehensive financial planning 
  • Insights on leveraging AI for secure and effortless document management 
  • How evolving data regulations are shaping the landscape of digital vault offerings

Connect with Shannon Rosic:

Connect with Martha Underwood: 

About Our Guest:

Martha Underwood boasts over 8 years of extensive experience as a founder, leader, and speaker within the realms of technology and innovation. She is the visionary behind GetPrismm.com, a pioneering platform designed to facilitate the secure storage and accessibility of vital documents in anticipation of unforeseen circumstances. Her overarching goal is to spearhead the evolution of seamless wealth transfer processes, equipping individuals with the tools to meticulously plan their legacies.

Her fervor for disseminating insights and expertise regarding women’s leadership in the spheres of technology and innovation is palpable, making her a sought-after figure in the business landscape.

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