Marketplaces and gateways for financial advisors – Schwab’s approach

Originally published at: Marketplaces and gateways for financial advisors – Schwab’s approach - Daily Fintech

I’ve been a fan of Bill Winterberg and his FPPad channel. If Alexa is in your Christmas shopping cart, you should know that Bill is on Alexa for you to listen while putting on makeup or shaving in the morning. Just say “Alexa, enable FPPad”. In early November, Bill covered the Impact2018 annual event by…