Articles tagged "Neesha Hathi"
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As Motif exits stock-bundle game, Schwab piles in with 'Slices,' fulfilling a pledge to offer free fractional shares
The San Francisco broker is reaching for Gen Z and Gen Alpha investors -- with RIAs, thus far, showing little interest, it says
May 6, 2020 at 3:27 AM
Wild role swaps at InVest 2018 as Schwab recasts its engineers into micro teams and Acorns founder talks macro corporate partnerships
The giants like Fidelity, BlackRock and Envestnet come to get down with the innovators and the startups strut like giants
July 17, 2018 at 10:23 PM
Exploding to near $24 billion* of assets under automation, Schwab creates robo-exec slot and fills it with ex-Betterment unit chief
Cynthia Loh puts fresh face on Schwab Intelligent Portfolios and Schwab Intelligent Advisory as Betterment puts out a help wanted sign
October 3, 2017 at 7:58 PM
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 at 6:11 PM
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 at 8:58 PM
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 at 3:03 AM
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 at 7:53 PM
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 at 5:47 PM
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 at 8:27 PM
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 at 10:49 PM
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 at 5:49 PM
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 at 10:07 PM
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 at 5:10 AM
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 at 12:01 PM
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
