• Home
  • |
  • Blog
  • |
  • An Introduction to Robo-Advisors

An Introduction to Robo-Advisors

Last Updated on July 16, 2018 by Barbara A. Friedberg, MBA, MS

Disclosure: Please note that this article may contain affiliate links which means that – at zero cost to you – I might earn a commission if you sign up or buy through the affiliate link. That said, I never recommend anything I don’t  believe is valuable

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?



Related Posts

Is Wealthsimple Safe?

Is Wealthsimple Safe?

7 Loan Options for Low Credit Score: A Guide

7 Loan Options for Low Credit Score: A Guide

7 Best Portfolio Management Software Tools for Investors – 2023

7 Best Portfolio Management Software Tools for Investors – 2023

What Is Automatic Rebalancing? Auto Rebalancing Explained

What Is Automatic Rebalancing? Auto Rebalancing Explained

Barbara A. Friedberg, MBA, MS

Barbara Friedberg, MBA, MS brings decades of finance and investing experience to Robo-advisor Pros. She is a former investment portfolio manager and taught Finance and Investments at several universities. Barbara Friedberg's published work includes Personal Finance; An Encyclopedia of Modern Money Management (Greenwood Press), Invest and Beat the Pros-Create and Manage a Successful Investment Portfolio and How to Get Rich; Without Winning the Lottery. Follow her on twitter