Alison Dooher

Head of Digital Advisor Solutions at Charles Schwab

Speaker

Alison Dooher is a member of Schwab’s Advisor Services Leadership Team and has spent two decades working in the service of RIA’s. She currently leads Digital Advisor Solutions where her team plays a central role in advancing the custody, wealth management and support services Schwab provides to independent investment advisors. Technology is the biggest factor shaping the industry’s growth and future – and plays a crucial role in M&A. As inorganic growth continues to be a priority for many firms in the RIA industry, a well-established and modern tech stack is an asset, potentially leading to higher valuations during M&A transactions. For advisors “every second counts” and firms are using digital tools and processes to automate operations and facilitate scalable growth, which can be a significant factor in M&A deals. After leading through one of the largest acquisitions in history, Dooher has insights on how firms can bring it together.