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Schwab CEO: We Don't Want to Compete With Advisors
News March 17, 2026 at 02:26 PM
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What You Need To Know
- Schwab doesn't go out and try to win wealth clients like RIAs do, the CEO says.
- The clients have been with Schwab as DIYers for years, he says.
- Wurster expects AI to be "huge" for the industry, and recent negative market reactions surprised him.
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