Tag Archives: Andrew Salesky

Schwab’s Andrew Salesky on Schwab Advisor Services’ technology roadmap for 2019 and beyond

Posted on November 25, 2019 by in Conferences

From Schwab IMPACT® 2019, I met with Andrew Salesky, Sr. Vice President of Digital Advisor Solutions at Charles Schwab to discuss the company’s technology announcements over the past year, and update financial advisers on the Schwab Advisor Services roadmap for the near future.

Click here to watch on YouTube.

We cover the latest in the Digital Account Open functionality, the addition of status transparency between financial advisers and the Schwab back office, updates to Portfolio Connect, and more.

IMPACT® 2019 coverage sponsored by Envestnet | Tamarac. Sign up for a demo at http://www.fppad.com/tamarac

Music: The Heart Is by Strength To Last, licensed via Soundstripe:
https://soundstripe.grsm.io/billwinterberg

Tech Alley Tour with John Connor at Schwab IMPACT® 2018

Posted on November 7, 2018 by in Conferences, Technology

From Schwab IMPACT® 2018, I connected with John Connor, Vice President of Digital Advisor Solutions for Schwab Advisor Services to tour the “Tech Alley” section of The Exchange exhibit hall.

Watch the Tech Alley Tour on Youtube: https://youtu.be/V4oW-JO1nv0

We toured seven of the technology providers exhibiting during IMPACT® 2018, including:

IMPACT® 2018 coverage sponsored by Envestnet | Tamarac. Sign up for a demo at http://www.fppad.com/tamarac

Music: Hysterical by Strength to Last, licensed via Soundstripe: https://soundstripe.grsm.io/billwinterberg