Schwab drops bomb that four Schwab Wealth Advisory branches were in pilot, succeeded wildly, and now — boom — 30 SWA offices will be up and running by 2027 as ‘core’ offering and opening new battle fronts with classic RIAs it serves

Schwab is making a phenomenal contrarian bet that the back-to-the-future local branches manned by human CFPs will outperform all things AI in retail wealth management, says Loren Fox, director of research at FUSE Research.

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Article published on May 26, 2026.