Q&A with Schwab's Neesha Hathi
November 08, 2011 @ 3:24 pm
InvestmentNews technology reporter Davis Janowski sits down with Neesha Hathi, vice president of technology solutions for Schwab Advisor Services.
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Financial planning for non-traditional couples is a field that is experiencing dynamic change. Although most developments have been liberating and positive for affected clients, changes are coming so fast that keeping track of them can be bewildering. This new white paper from AIG Advisor Group highlights some of the most important developments.
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Sponsored by Prudential