Automated investment management is here to stay and our goal is to ensure that our advisors are prepared to participate in this potential growth opportunity on their terms in the most seamless way possible.”
Bernie Clark, executive vice president, Schwab Advisor Services |
Schwab Reveals Intelligent Portfolios For Advisors
Ryan W. Neal | wealthmanagement.com, March 2015
Read the article online >Summary: Two weeks after it launched Schwab Intelligent Portfolios, becoming the first custodian to launch an automated portfolio allocation service for retail investors, Schwab is making the technology the backbone of an account management tool for registered investment advisors.
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