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Charles Schwab Integrating AI Tools and Financial Planning

Bloomberg Technology Wednesday 28 October 2026, 21:47 UTC 1 min read
Key Points

Charles Schwab is expanding its push into artificial intelligence, bringing Anthropic’s Claude for Financial Advisors directly into Schwab Advisor Center. The company says it is the first RIA custodian to offer Anthropic’s advisor-specific AI to independent firms. Alison Dooher, Head of AI at Schwab Advisor Services, joins Bloomberg Businessweek Live from Schwab IMPACT Summit in Boston to discuss how AI is changing the financial advice landscape.

Charles Schwab is expanding its push into artificial intelligence, bringing Anthropic’s Claude for Financial Advisors directly into Schwab Advisor Center. The company says it is the first RIA custodian to offer Anthropic’s advisor-specific AI to independent firms. Alison Dooher, Head of AI at Schwab Advisor Services, joins Bloomberg Businessweek Live from Schwab IMPACT Summit in Boston to discuss how AI is changing the financial advice landscape. (Source: Bloomberg)
Charles Schwab Integrating AI Tools and Financial Planning (ORG) Charles Schwab (PERSON) Anthropic (PERSON) Claude (PERSON) Financial Advisors (ORG) Schwab Advisor Center (ORG) RIA (ORG) AI (ORG) Alison Dooher (PERSON) AI at Schwab Advisor Services (ORG) Bloomberg Businessweek Live (ORG) Schwab IMPACT Summit (LOCATION) Boston (LOCATION) Bloomberg (PERSON)
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