Articles tagged "Neesha Hathi"

True, software vendors themselves may be more enthused than advisors, but the conflagration of information-sharing ventures on RIAs' behalf is no footnote

Our take on Schwab's self-review: It's disarmingly fair but short on specifics -- and just plain short

Neesha Hathi presents the dueling intiatives as next steps in her custodian's march toward serving 7,000 advisory firms

The notion of a boardroom in every Starbucks is out -- now the mobility of mobile devices is just a walk down the hall

Aided perhaps by the ex-Schwab employees moving to Jacksonville, the two giant RIA forces, both San Francisco-based, are looking happily engaged

A remarkably varied lineup of industry A-listers are odds-on to spark lively conversation at the compliance confab

The RIA custodian is creating -- and third parties are applauding -- a time-saving, low-error way to trade and rebalance

150 top RIA execs with $150 billion-plus in combined firm AUM gathered in Dana Point, Calif., last week

Schwab evolves to a platform-of-platforms strategy for technology rather than hand-picking best-of-breed applications

The allure was Microsoft CRM and a significant overlap in customer bases

Keeping an eye on those gaining the most ground in the fleet-footed RIA industry

The big custodian is more concerned with error-free melding than quick milestones -- but are competitors pulling ahead while Schwab tinkers?

Experts say it chose well but advisors may have to wait for IMPACT 2011 for a demo of integration

Custodian hopes to open the platform to all vendors that pass a security check

The company's grand technology plan will include a modular plan and a turnkey package