An Introduction to Robo-Advisors

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Schwab Explains Robo-Advisors

I received this robo-advisor pitch in my email and had to share it:

“We know there’s a lot of talk and coverage about robo-advisors, but we’re guessing there are still a lot of unanswered questions as to how they work and how consumers can use them. Given this, I wanted to share a new infographic from Schwab which provides a digestible step-by-step introduction to robo-advisors.

I thought this infographic could help clarify common questions for prospective and current investors. Knowing that you have previously covered robo-advisors, I think this could be of interest to your readers.”

If you enjoy a good infographic then take a look at this clear cut break down of the ins and outs of robo-advisors. Schwab answers these robo-advisor questions:

  1. How popular are robo-advisors?
  2. What is a robo-advisor?
  3. How do robo-advisors work?
  4. Are robo-advisors right for you?

As you would expect, since the infographic is from Schwab, there is a brief description Schwab’s two robo-advisory options; Schwab Intelligent Portfolios and Schwab Intelligent Advisory.


If you’re interested in an honest review of the Schwab robo-advisor platform, click on the link:

Schwab Intelligent Portfolios Review – Robo-Advisor With or Without Human Guidance

For more great robo-advisory articles please read:

Blooom Robo-Advisor Review – Low Fee Manager for Your Retirement 

Free download; Robo Advisor Comparison Chart

Wealthsimple Review 2018 – What is Wealthsimple?



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