The world of low-cost, tech-driven advisory solutions officially has it latest entrant, one that's throwing its big brand behind the push to attract younger and fee-conscious retirement savers.
Charles Schwab has opened its Intelligent Portfolios platform to the retail market, calling it "Blue."
The firm's tech play won't be all digital, however. Customers will be able to talk to branch brokers or chat with call-center representatives.
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Nick Thornton
Nick Thornton is a financial writer covering retirement and health care issues for BenefitsPRO and ALM Media. He greatly enjoys learning from the vast minds in the legal, academic, advisory and money management communities when covering the retirement space. He's also written on international marketing trends, financial institution risk management, defense and energy issues, the restaurant industry in New York City, surfing, cigars, rum, travel, and fishing. When not writing, he's pushing into some land or water.
