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.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access