Post Tagged with: "Invest 2016"

Humans Hold Hands as Robos Invade Wealth Management

Humans Hold Hands as Robos Invade Wealth Management

by June 20, 2016 at 11:56 am 0 comments

In an environment of changing demographics and continuing emergence of robo-advisors, the role of a human advisor remains  crucial. This was the message from Neesha Hathi, EVP of executive services platform at Charles Schwab, during the InVest 2016 conference last week. The company launched its fully automated Schwab Intelligent Portfolios last year,Read More