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Choosing the best CRM for financial advisors also means checking what happens after a meeting ends: who receives the follow-up task, where communications are preserved, and whether connected systems receive the correct update. Those details deserve as much attention as the contact screen.

Choosing between Schwab and Fidelity as your RIA custodian is one of the most consequential platform decisions your firm will make. Both are well-established, well-resourced institutions. Both support independent advisors at scale. The real question is not which one is better in the abstract — it is which one fits your firm's service model, technology preferences, client base, and compliance posture. According to a 2025 custodian trends report from AdvizorPro, more than 58% o