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Suddenly onboarding is a hot RIA game, and Schwab Advisor Services leaps ahead with a 'digital ' process that one expert says beats Fidelity and bodes well for a post-merger 'Schwabitrade'

The $3.2 trillion RIA custodian tripled its tech budget, zeroed in on 'onboarding,' promoted Alison Dooher to succeed the also promoted Andrew Salesky, brought aboard Google/Amazon whiz kids and allowed some TD Ameritrade culture to seep in.

Tuesday, August 23, 2022 – 2:00 AM by Oisin Breen
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Alison Dooher: We've led the way ... and we're extending that lead.


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