Charles Schwab (SCHW) Stock: Anthropic Deal Brings Claude to 16,000 RIAs

TLDR Charles Schwab brings Claude for Financial Advisors to more than 16,000 RIAs. Anthropic’s platform supports meeting prep, planning, analytics, and follow-ups. Claude connects with CRM, custody, portfolio reporting, and planning systems. Schwab says the integration can reduce routine workloads across advisory firms. SCHW shares slipped 0.25% as Schwab expanded its advisor technology offering. Charles [...]

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