Charles Schwab Senior Vice President of Advisor Technology Solutions Neesha Hathi joined ETF Trends Publisher Tom Lydon at Charles Schwab Impact Conference in Denver to discuss advisors’ increased adoption of technology in their practices.
“Some advisors use ETFs and maybe they have a financial planning kind of model and they want to get more holistic,” said Hathi. “Some of them are thinking about serving younger generations and they want to scale this model and push information out to clients.”
Schwab offers turnkey solutions for advisors that include fully integrated CRM systems, portfolio management, document management systems and other services.
Watch the video below to see the full interview.
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