Podcast with Tobin McDaniel, President of Schwab Wealth Investment Advisory

Latest Wharton FinTech podcast: Nipun Jasuja (Wharton 2018) chats with Tobin McDaniel, president of Schwab Wealth Investment Advisory, a registered investment advisor 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 are responsible for the hard-earned money of your customers, and the thrills 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.

More about Schwab Intelligent Portfolios

Schwab Intelligent Portfolios uses sophisticated computer algorithms to build, monitor, and rebalance diversified portfolios based on an investor’s stated goals, time horizon and risk tolerance — without charging any advisory fees, commissions or account services fees.

More about Tobin McDaniel

Prior to his current role, McDaniel served as Chief of Staff to Charles R. Schwab, founder and chairman of The Charles Schwab Corporation. McDaniel joined Charles Schwab & Co. in 2011 as a managing director of Retail Strategy, where he led strategy development and strategic initiatives for the Investor Services business. In addition to all of this, we are proud that Tobin is a Wharton MBA alumnus from the class of 2006.