Barron's Advisor

Charles Schwab’s head of Digital Advisor Solutions says the top advisory firms make data—not software—the core operating asset of their business. Host: Steve Sanduski, CFP.

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Alison Dooher: Why Data Is the Engine Behind RIAs That Scale

Troy Nelson: Building Strength Through Adversity

Charles Schwab’s head of Digital Advisor Solutions says the top advisory firms make data—not software—the core operating asset of their business. Host: Steve Sa