Post Tagged with: "Charles Schwab"

Schwab’s Robo Success Depends Largely on Humans

Schwab’s Robo Success Depends Largely on Humans

by December 21, 2016 at 12:19 pm 1 comment

In the transition from in-person advice from financial planners, to a fully robo experience available at your fingertips, there is (at least) one step in between: the cyborg model. In the world of financial advice, a hybrid advisory system, which combines fully automated algorithm-driven advice and certified (human) professionals, seemsRead More

Humans Hold Hands as Robos Invade Wealth Management

Humans Hold Hands as Robos Invade Wealth Management

by June 20, 2016 at 11:56 am 0 comments

In an environment of changing demographics and continuing emergence of robo-advisors, the role of a human advisor remains  crucial. This was the message from Neesha Hathi, EVP of executive services platform at Charles Schwab, during the InVest 2016 conference last week. The company launched its fully automated Schwab Intelligent Portfolios last year,Read More

Xignite APIs Now Powering +50 FinTech Ventures

Xignite APIs Now Powering +50 FinTech Ventures

by February 11, 2015 at 11:55 am 2 comments

APIs from Xignite, which provides back-end data integration much as Stripe provides payments integration, are powering, well, a lot of financial services ventures. Today, blogger Jim Bruene (@netbanker) tweeted that Xignite APIs are used by 40 startups that have previously presented at Finovate. Xignite lists a total of 55 companiesRead More

Like Schwab, Fidelity Plans to Release Robo-Advisor, Too

Like Schwab, Fidelity Plans to Release Robo-Advisor, Too

by October 13, 2014 at 5:47 pm 0 comments

Fidelity will unveil its robo-advisor soon, as Schwab also prepares to release a robo-broker.