Date
Wednesday, November 9, 2022
Time
8:45 AM - 9:15 AM (EST)
Name
Fireside Chat: Building the Wealth Management Model for the Future
Description
In this discussion, Neesha Hathi, Head of Advice Solutions at Charles Schwab, will share insights into which trends are driving the most disruption and opportunity in wealth management. She’ll also share views on critical steps for firms that will thrive in the future.
Moderator:
Alois Pirker
Speakers