Schwab Advisor Services is now first – and exclusive among RIA custodians – to use Claude for Financial Advisors. Schwab’s head start may be all it needs to flip the AI script on first movers, according to T3’s Joel Bruckenstein: “Schwab is in the driver’s seat now. They’ve been biding their time and planning this. When you are the incumbent, you have to be more deliberate and you can’t screw it up. They had a plan, kept it close to the vest and now they are executing. They’re doing it right.”
Read the article: Schwab scores exclusive (for now) contract with Anthropic and takes AI ‘driver’s seat’ in RIA custody
