We wrap up our coverage of Schwab IMPACT 2015 from the floor of The Exchange, noting that this is an incremental year in technology updates from Schwab Advisor Services.
Following last year’s major announcement of Schwab Intelligent Portfolios, I left Schwab IMPACT 2015 with the impression that Schwab Advisor Services is busy delivering incremental updates and improvements to the company’s existing solutions.
Thank you to Itegria for sponsoring our coverage from Schwab IMPACT 2015.
