Neesha Hathi, head of wealth and advice solutions at Schwab, said the company has momentum in its financial advice offerings. “Some of this is being driven by TD Ameritrade and what they see we ...

wherever they are on their financial journeys," said Neesha Hathi, Managing Director, Head of Wealth and Advice Solutions. "Wealth.com is a leading provider of an intuitive and easy-to-use trust ...