Financial Planning Blog

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Keeping pace with fintech acceleration: A conversation with Schwab’s Andrew Salesky and AdvisorEngine’s Rich Cancro

By: Suleman Din July 8th, 2021

We've witnessed some outsized technology impacts on our industry this past year. The pandemic first forced clients and advisors to fully embrace virtual sessions and digital-first advice platforms. That shift to digital spurred clients experimentation with investing apps, which has fed remarkable behavior around particular stocks and cryptocurrencies. Meanwhile, the wealth management industry has seen its forms of disruption, including consolidation among custodians and more wealthtech funding and M&A deals.