Nipun Jasuja interviews Tobin McDaniel of Schwab Wealth Investment Advisory, who shares his views on the evolution of wealth management in the US.

Nipun Jasuja chats to Tobin McDaniel, president of Schwab Wealth Investment Advisory, a registered investment adviser and the sponsor of Schwab Intelligent Portfolios, Charles Schwab’s new automated investment advisory service.

In this insightful podcast, Tobin shares his views on the evolution of the wealth management landscape in the US, the importance of incorporating the human element when you’re responsible for the hard-earned money of your customers, and the thrill of running a venture within one of the most trusted brands in financial services.

To top it all, Tobin also gives tangible advice for budding entrepreneurs and MBA students, reflecting on his own experiences and career trajectory.

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– This podcast is reproduced with kind permission. Some minor changes may have been made to the text to reflect BankNXT style considerations, but the podcast itself is always unchanged. You can read more here.

About the author

Wharton Fintech

Wharton Fintech was co-founded by Daniel McAuley and Steve Weiner while first-year MBA students at The Wharton School. It produces content via multiple contributors, interviewing "thought leaders, connecting innovators, academics and investors with the ideas and companies that are reinventing global financial services".

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