Bloomberg Businessweek Day Two live from Schwab Impact in San Francisco
Nov 21, 2024
Rick Wurster, President and incoming CEO of Charles Schwab, shares insights on wealth management trends and the firm's vision for the future. Jon Beatty, Head of Advisor Services at Schwab, discusses the RIA outlook, emphasizing the impact of younger investors and the incorporation of AI in client services. The conversation touches on regulatory changes, the importance of personal connections in finance, and the integration challenges after Schwab's acquisition of TD Ameritrade, highlighting a resilient and optimistic future for the financial services landscape.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Navigating Financial Futures
01:30 • 8min
Optimism Amidst Challenges in Financial Services
09:53 • 2min
Harnessing Data for Marketing Success and Schwab's Asset Management
11:29 • 2min
Navigating Change: The Future of Financial Advising
13:12 • 10min
Addressing Talent Needs in the Financial Planning Sector
23:34 • 2min
Navigating Technology in Financial Advisory
25:12 • 7min
Exploring the Emotional Landscape of AI in Investment Advisory
32:12 • 3min