Navigating Change: The Future of Financial Advising

This chapter examines the integration challenges following Schwab's acquisition of TD Ameritrade, focusing on advisor experiences with the new system and platform improvements driven by client feedback. It also explores the impact of artificial intelligence on the advisory industry, balancing human relationships with technological advancements, and discusses the evolving landscape of the Registered Investment Advisor market. Additionally, the chapter highlights future opportunities in wealth management, including demographic shifts, tax optimization strategies, and the role of consolidation within advisory firms.