‘A powerful moment’ to embrace change: Schwab’s Neesha Hathi
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The firm's chief digital officer addressed key trends including financial wellness and demographic shifts at the Schwab Impact conference
The current environment is a critical moment in time for the financial advice industry, and the most successful advisers will be able to embrace the changing terrain, according to Neesha Hathi, chief digital officer at Charles Schwab Corp.
“This is the time that it really becomes so powerful �
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