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
Post Tagged with: "Charles Schwab"
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
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
Fidelity will unveil its robo-advisor soon, as Schwab also prepares to release a robo-broker.