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In a six-month-mark reality check, Walt Bettinger recasts Schwab's retail robo-advice as a 'tool' -- but a handy one

After the mini-Manhattan Project of Schwab Intelligent Portfolios, its CEO is showing a fuller hand of cards that goes way beyond B2C

Author Brooke Southall August 5, 2015 at 6:52 PM
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Walt Bettinger: Building a B2C brand is incredibly expensive, as we all know, and difficult. Takes many, many years, but ultimately we think we are looking at a tool.

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Stephen Winks

Stephen Winks

August 5, 2015 — 8:32 PM

Wonderful assessment of Robo Advice. There is a reason why Schwab is a market leader, Bettinger is extraordinary.. We will not see such clarity from the brokerage industry.

SCW
Stephen Winks

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