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How Technology Will Shape Your Future: A Conversation with Schwab CTO Tim Heier

Session Speakers
Session Description

Why Attend 
Listen in as Ed Obuchowski, head of Advisor Services Technology, and Tim Heier, Schwab’s chief technology officer, talk about the technological advancements that are shaping the RIA industry, Schwab’s vision for the future, and what advisors should be thinking about.

Session Details 
What you do today has been completely influenced by technology. How will it affect your business tomorrow? From the early days of portfolio management systems to today’s integrated technology platforms, the cloud, and the rise of “financial tech,” advancements in technology are affecting the way advisors attract and serve clients. Join Ed Obuchowski as he shares views with Tim Heier about:

  • The evolution and impact of tech on the RIA industry
  • Responding to new generations of digitally wired investors
  • Challenges and opportunities for the industry
  • Schwab’s vision for the future
  • Trends for advisors to ponder—from cybersecurity to offering integrated financial planning and portfolio management services that can scale

Institutional Intelligent Portfolios is made available through Schwab Wealth Investment Advisory, Inc. ("SWIA"), a registered investment advisor. Portfolio management services are provided by Charles Schwab Investment Advisory, Inc. ("CSIA"). SWIA and CSIA are affiliates of Charles Schwab & Co., Inc. ("Schwab") and subsidiaries of The Charles Schwab Corporation.

Additional Information
CPE-1 hr
Session Schedule