Schwab surprised the industry with the recent launch of a hybrid robo adviser offering, since it had already two operational digital platforms with over $10 billion in AUM — Schwab Intelligent Portfolios and Schwab Institutional Intelligent Portfolios.

In a panel discussion organized by Schwab at its latest Impact conference, in San Diego, Michael Heburn, chief operating officer of Buffalo, New York-based Level Financial Advisors; Philip Kessler, managing partner of Columbus, Ohio-based SWS Partners, and Cam Goodwin, CEO and managing partner of Franklin, Tennessee-based HawsGoodwin Financial, gathered to talk about their experiences in utilizing the firm's institutional offering.

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