Schwab Intelligent Advisory Makes It Easy for Investors to Have a Customized Plan and Automated Portfolio
Charles Schwab today announced the broad availability of Schwab Intelligent AdvisoryTM, the firm’s new hybrid advisory service that combines live credentialed professionals and advanced technology to make financial and investment planning more accessible. Schwab Intelligent Advisory provides investors with a financial plan tailored to their situation and goals, ongoing guidance and expertise from experienced Planning Consultants, and a fully automated and diversified portfolio − all at a very low cost.