The technology provider has become a leading data aggregator. But questions have surfaced about its use of customer data.
In|Vest: Innovations in Investing, Saving & Advice
Save the date for In|Vest, June 18-19, 2020, in New York City.
Lookback: In|Vest NYC
How is technology transforming advice? The custodian's head of platform strategy weighs in.
Despite an environment of, “Hey, go figure it out,” there are ways advisors can properly prepare clients, In|Vest attendees are told.
The highest priorities are “ease of use” and speed, E-Trade’s CEO tells attendees at the In|Vest conference.
Lower costs are “pushing down what has been the economic model of our industry,” the Schwab EVP says at the In|Vest conference.