Charles Schwab Solutions Conference

Megan and Patrick recently attended the Charles Schwab solutions conference in Columbus, Ohio. The Solutions conference discussed current and future technological advances within the Charles Schwab platform, as well as how Schwab plans to streamline process and create a paperless environment.  Megan and Patrick were able to meet fellow RIA firms and discuss process used between different firms.  Also, many of the Charles Schwab Service team members were present to discuss current environment of day-to-day operations.