Listen now as Jalina Kerr discusses tech innovations shaping the RIA experience
In this episode, David Armstrong speaks with Jalina Kerr of Schwab Advisor Services about enhancing the advisor experience through technology integrations, post-TD Ameritrade merger updates, and meeting the growing demand for simplified tech solutions. |
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Join David Armstrong as he sits down with Dick Pfister, founder of AlphaCore Wealth Advisory, to discuss AlphaCore's unique investment approach that places alternative strategies at the core of its services. |
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| | | Concurrent's Nate Lenz describes the firm's unique model for allowing advisors to thrive while maintaining their brand identity. |
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| The full suite of HNW services is important, but cracking the code on planning for the next generation of clients fuels much of the growth. |
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