Capital Advantage, Inc. Client Services Team members Catherine Norris, Jeannie Churchill, and Selma Hackett attended the Schwab Solutions 2019 Conference on August 22, 2019 in San Francisco. Sessions reviewed innovations in cybersecurity, portfolio management, the client experience, and new game-changing digital account management features. Team members left the conference excited about the announced technological advances and new streamlining abilities that will enhance our clients’ experience.
The Author: Capital Advantage, Inc.
Capital Advantage’s editorial team is dedicated to providing our clients with relevant and timely insight into key financial planning topics.