Articles tagged "Neesha Hathi"


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Schwab unveils its virtual future to plaudits but using green CFPs as its real people, mandatory 6% cash, could prove troublesome

Move to launch 28 basis-point Schwab Intelligent Advisory by summer checks all boxes on price, robo, planning, ETFs -- and commoditizes what RIAs sell for three times the fee

December 15, 2016 — 6:11 PM UTC

What Neesha Hathi told the In|Vest 2016 in NYC crowd in her debut as Schwab robo chief -- and how she elicited one gasp from the crowd

Though declining to offer a glimpse of the future, Hathi surprised with stats showing Schwab is succeeding against the upstart robos with older, less web-savvy customers

June 17, 2016 — 8:58 PM UTC

Schwab gives Salesforce the heave-ho as hub of Intelligent Integration

150 RIAs are scrambling for a new CRM arrangement ahead of a July 31 drop-dead date as the San Francisco custodian unwinds the once exalted partnership

March 31, 2016 — 3:03 AM UTC

Walt Bettinger unbites his lip and ignites a Schwab IMPACT Twitter squall and the RIA custody show goes on

Tweets connected Schwab CEO remarks to Wealthfront's chippy chief -- red meat to the de facto hometown crowd of advisors

November 16, 2015 — 7:53 PM UTC

With apprehension in the air, Schwab invites its RIAs to a one-hour meeting about robo-advice

Many of Schwab's 7,000 advisors are eager for robo-technology but are wary of what's behind the amiable blue facade

March 13, 2015 — 5:47 PM UTC

In a T3 teeming with deals, eMoney's Edmond Walters owned Dallas

Fresh off his firm's sale to Fidelity, eMoney's CEO demo left the crowd spellbound -- even as he chided Chuck

February 16, 2015 — 8:27 PM UTC

Schwab spills robo-beans to Wall Street, including a Schwab Bank wrinkle, cannibalization rates and the algorithm's distaste for OneSource funds

Calling Schwab Intelligent Portfolios a $400-billion opportunity, Walt Bettinger boasts of his own four-minute sign-up

February 12, 2015 — 10:49 PM UTC

How big companies stampeded to T3 with big bucks and how it affects the once maverick RIA software show

Broker-dealers, custodians, Salesforce and TAMPs are paid more and played more in Anaheim

February 13, 2014 — 5:49 PM UTC

Bernie Clark discloses that Schwab Advisor Services hit $1 trillion of assets -- and why the order for commemorative T-shirts is still on hold

The RIA custody leader may find it easier to promote its size as an advantage with a nice round nine-zero number

February 12, 2014 — 10:07 PM UTC

Schwab unveils 'Project PM' at IMPACT -- a 'new vision' for using the company's data to fuel PortfolioCenter

The 'next-generation portfolio management system' takes data cleanliness into a godliness realm but competitors and observers offer sharp criticism of the plan -- and its mushy deadline for completion

November 12, 2013 — 5:10 AM UTC

10 questions for RIAs to ask Neesha Hathi, Bernie Clark and Walt Bettinger at Schwab IMPACT 2013 in DC

Speeches by outside experts seem less important when Schwab itself, as Mother Ship, is in such a state of flux as it rushes to win HNW investors for its own RIA account

November 9, 2013 — 12:01 PM UTC

A sometimes defensive Bernie Clark makes four points pertaining to Schwab's RIA custody business in an update to Wall Street

The overseer of Schwab RIAs explains the San Francisco giant's difficult-to-do-business-with reputation and the long rollout of SII

August 26, 2013 — 5:24 AM UTC

Postscript: What exactly should we make of the T3 phenomenon?

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

February 15, 2013 — 6:02 AM UTC

Schwab bluntly reviews PortfolioCenter to coax thin-skinned software vendors to its Zagat-like forum

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

February 12, 2013 — 6:50 AM UTC

Schwab bids to become the 'Zagat' of RIA technology and to nix ink signatures from RIA life

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

November 14, 2012 — 5:23 PM UTC