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SCHWBEARMIXEDORIGINAL IDEAFIRST ON SCHW IN 30 DAYS

Challenging incumbent wealth custodians via automated infrastructure

Modern cloud-native custodian platforms are argued to disrupt legacy wealth incumbents by automating onboarding, providing fractional shares, and lowering all-in operational costs for registered investment advisors.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE