Charles Schwab Merges Man and Machine in New Hybrid Advisory Service

[kreslik.news]

Charles Schwab (NYSE:SCHW) today completed the launch of a hybrid advisory service that combines live financial professionals and algorithm driven technology for investment planning – Schwab Intelligent Advisory. It will provide investors with a financial plan tailored to their situation and goals, ongoing guidance and expertise from planning consultants, and a fully automated diversified portfolio.

“Schwab Intelligent Advisory fully leverages what technology and people can deliver in tandem, focusing on serving clients based on their unique needs while delivering the kind of value they know they can expect from Schwab,” said Neesha Hathi, executive vice president with Schwab Investor Services. ... (read more)