Schwab: Automated Solutions Aim to Help Clients Streamline
CEO Walter Bettinger says enabling technologies can help advisor practices be more efficient and deliver a better client experience.
Jeff Ptak: From the 30th Annual Morningstar Investment Conference in Chicago, I'm Jeff Ptak, global director of manager research at Morningstar. I'm very pleased to be joined today by Walt Bettinger, he's president and CEO of the Charles Schwab corporation.
Walt, welcome to the Morningstar Investment Conference. It's a pleasure to have you.