Charles Schwab integrates Claude for financial advisors

Charles Schwab has brought Anthropic's Claude for Financial Advisors into Schwab Advisor Center. The company says it is the first RIA custodian to offer Anthropic's advisor-specific AI to independent firms.

• Claude for Financial Advisors is built into Schwab Advisor Center
• Schwab calls itself the first RIA custodian with Anthropic's advisor AI
• Schwab Advisor Services AI head Alison Dooher discussed the rollout