When Jalina Kerr thinks of the ongoing digital modernization of RIAs, one word springs to mind.
Easy.
As managing director of client experience at Schwab Advisor Services, Kerr and her team are razor-focused on making the adoption of new technology and the sunsetting of outdated tools as painfree as possible.
Charles Schwab
And the start of the year is the perfect time for firms to analyze what’s working and what isn’t as they mull which technology investments they should make to keep the assets flowing amid continued market uncertainty.
“That’s actually at the heart of everything that our team is doing around digital adoption. Because the tech stack is great. But if the people using it can’t feel confident in it, you’re kind of starting at a deficit there,” Kerr told Financial Planning. “We know that as a custodian, you have to make it as easy as possible. They’re working with a lot of different third-party providers. Whether it’s within their own tech stack, or with the variety of…
