Technology
How Technology Is Transforming the Client Experience
October 1, 2013

Neesha Hathi, head of advisor technology for Schwab Advisor Services, speaks about top tech trends among advisors, namely moving to the cloud, the use of mobile devices, how to select the best tech products to fit a firm's needs, and the ways in which RIAs can utilize technology to create a work/life balance.

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Comments (1)
It is true that technology is touching sky & but to handle technology for the betterment of business market is far more important. Hope more technology will get introduced in the market to ease the work pressure & customers satisfaction.
Posted by KIMMY B | Friday, October 18 2013 at 4:52AM ET
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