More than half of independent registered investment advisor (RIA) (53%) staff view technology as a front office function – a key strategy for delivering a high-quality client experience, while building scale and differentiation for the firm – according to results of a survey of registrants at Schwab Advisor Services’ SOLUTIONS® workshops this past summer. In the survey, representing responses from more than 1,000 RIA firm staff, Schwab sought perspective on the changing role of technology in the advisor business and the related impacts on the client experience.
