Business decisions, not technology issues, are the primary concerns of financial advisers when it comes to robo advice, according to Charles Schwab’s top digital executive.
“Advisers want to deliver the digital experience to their clients and achieve scalability for their firms,” Neesha Hathi, Schwab’s EVP for investor services platforms, strategy and client experience said in her keynote address at the annual SourceMedia In|Vest digital conference.
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