“If you can find your spouse online you can probably find your advisor.”
Neesha Hathi, senior vice president of Advisor Services Technology Solutions at Charles Schwab. |
Summary:On Friday, the first full day of the three-day T3 conference, the tech news kept coming, and it was undeniable that technology providers to financial advisors are preparing for a next-gen shift as investors becoming increasingly comfortable with online financial services.
“If you can find your spouse online you can probably find your advisor.”
Neesha Hathi, senior vice president of Advisor Services Technology Solutions at Charles Schwab. |
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