Charles Schwab executives outlined a forward-looking roadmap for registered investment advisers (RIAs) during the firm's annual IMPACT conference in Denver. The company emphasized enhanced service capabilities, digital integrations, and future blockchain-based solutions designed to streamline operations for its network of 16,000 RIA custody clients, as reported by AdvisorHub.
Jon Beatty, Head of Advisor Services, added that Schwab plans to expand partnerships with third-party technology providers to reduce inefficiencies for advisors using multiple platforms.
AdvisorHub reports that Beatty confirmed Schwab's plan to integrate Wealth.com, an estate planning platform in which the firm recently acquired a stake. A pilot program connecting that technology with Schwab's trust and estate specialists will launch next year. He also introduced Advisor ProDirect, a new membership initiative for smaller firms and breakaway advisors. The program offers technology, transition, and practice management support, along with access to consultants and peer networking.
Chief Executive Officer Rick Wurster outlined additional plans for 2026, including the expansion of asset-based lending capabilities to allow alternatives and other asset classes as collateral. "We want to meet your banking needs here at Schwab so you're not having to introduce another relationship," Wurster said.
According to AdvisorHub, Wurster also addressed Schwab's outlook on digital assets and blockchain technology. While the firm remains cautious, he acknowledged growing industry momentum toward tokenization. "If the market moves towards the blockchain and clients want to hold assets on the blockchain, Schwab is going to be there to support you," he stated.
Artificial Intelligence also featured prominently in Schwab's strategy. Wurster said the company already is using AI internally to drive efficiency and is exploring how it can improve client engagement. Noting that AI may help firms reach new audiences through scalable digital interaction.
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