Neesha Hathi

May 15, 2020

A Brief Conversation with Neesha Hathi

By Joel Bruckenstein, CFP A couple of news items out of Charles Schwab & Co. last week prompted me to catch up with, Neesha Hathi, Executive […]
May 8, 2018

Schwab Creates New Digital Accelerator Program to Better Serve Investors

Schwab is expanding its technical talent pool in both Austin and San Francisco and will be identifying dedicated real estate in Q2 and Q3 2018 to […]
March 17, 2017

Schwab Launches Schwab Intelligent Advisory: Should Advisors Worry?

Schwab recently announced the general launch of Schwab Intelligent Advisory, the firm’s new hybrid advisory offering that combines access to live, CFP® credentialed advisors with an advanced […]