Articles tagged "Schwab Intelligent Portfolios"


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Vanguard RIA's growth leaps to $5B of assets per month in 2017 as Schwab's RIA robo jumps to monthly $1.3B

Vanguard Personal Advisor Services now has 500 advisors and Schwab, downplaying robo success, promises more advisors are its 'robo' future

May 9, 2017 — 7:12 PM UTC

What exactly to make of Morgan Stanley poaching robo-talent Naureen Hassan from Schwab on the heels of Greg Fleming's departure

Sure she brings the Schwab robo playbook -- albeit the Reader's Digest version -- but insiders say Jim Rosenthal may have bigger reins for her to take

February 4, 2016 — 9:56 PM UTC

Vanguard's virtual RIA adds $10 billion in last six-month period, an acceleration to $1.6 billion per month of net new assets

Does Vanguard's Personal Advisor Services' zoom to $31 billion makes it a the 'single greatest threat' to classic RIAs?

January 12, 2016 — 10:40 PM UTC

Schwab's robo spikes suddenly to nearer $5 billion as 500 RIAs sign on

San Francisco giant also claims the assets, despite being managed for 'free,' produce better revenues than the self-directed accounts they are cannibalized from

October 27, 2015 — 8:13 PM UTC

Trade publication critiques the inhumanity of Schwab's robo advertising

AdWeek notes the Blue's oh-so-calm, 'kill-all-the-humans' voice

March 24, 2015 — 4:59 PM UTC

Schwab makes thousands of its RIAs subject to fee for robo-software, allocation of client cash to Schwab Bank

The San Francisco firm told RIAs on a webcast that their firms must have $100 million on account or pay for robo-software

March 23, 2015 — 7:21 PM UTC

With apprehension in the air, Schwab invites its RIAs to a one-hour meeting about robo-advice

Many of Schwab's 7,000 advisors are eager for robo-technology but are wary of what's behind the amiable blue facade

March 13, 2015 — 5:47 PM UTC

Adam Nash makes direct 'CEO-to-CEO' plea to Schwab to rethink its robo

In a blistering blog entry, the Wealthfront chief executive expresses outrage at the Schwab robo's ADV contents -- and gets an earful back from the San Francisco giant

March 11, 2015 — 4:16 AM UTC

Schwab sings 'Blue' as it rolls out its robo -- and phono -- functions ahead of deadline, with minimums

Schwab Intelligent Portfolios now has breakpoints of $5,000 and $50,000 of assets -- and comes with human broker help

March 9, 2015 — 10:07 PM UTC

Schwab tells the SEC its robo-advisor has a 30 basis-point fee and big-time cash allocations held by Schwab Bank

The Schwab Intelligent Portfolios ADV says as much as 30% of clients assets are being sent to Schwab Bank

February 18, 2015 — 7:59 PM UTC

Schwab spills robo-beans to Wall Street, including a Schwab Bank wrinkle, cannibalization rates and the algorithm's distaste for OneSource funds

Calling Schwab Intelligent Portfolios a $400-billion opportunity, Walt Bettinger boasts of his own four-minute sign-up

February 12, 2015 — 10:49 PM UTC
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