Daily Archives: June 23, 2015

Thoughts on Schwab’s “Robo” for advisors

Charles Schwab officially announced today what has been coming for a while – they are rolling out an automated investment service for Registered Investment Advisors who custody client assets at Schwab.  So that’s me. The service will feature automatic account rebalancing, tax loss harvesting (for accounts over $50,000) and almost complete customization for the advisor to […]

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