Jonathan Beatty

Head of Schwab Advisor Services at Charles Schwab, overseeing support for independent advisory firms and speaking about the RIA industry, fiduciary standards, and advisor trends.

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Jan 9, 2026 • 20min

Do You Need a Registered Investment Advisor?

Jonathan Beatty, head of Schwab Advisor Services at Charles Schwab, sheds light on the world of independent Registered Investment Advisors (RIAs). He explains the fiduciary duty of RIAs to prioritize client interests and details how they offer comprehensive services beyond just investments. The conversation delves into the collaborative culture among RIAs, emerging trends like succession planning, and the transformative role of AI, which enhances advisor workflows while maintaining crucial emotional connections. Beatty also emphasizes the importance of democratizing financial advice.

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