Retirement Advisor: Convenience vs. Commitment

What this episode covers

Fortune dubs Schwab’s new advisory offering, consisting of robo-allocation and unlimited access to a CFP, as a Netflix-style subscription model. It’s low-priced and attracting assets, but is it the right approach? This podcast (5:27) suggests that what is primarily at issue in the choice between a low-cost subscription service and higher-cost, more customized advice is a consumer choice between convenience and commitment.Learn more about your ad choices. Visit megaphone.fm/adchoices

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Frequently Asked Questions

How long is this episode of SA For FAs?

This episode is 4 minutes long.

When was this SA For FAs episode published?

This episode was published on August 30, 2019.

What is this episode about?

Fortune dubs Schwab’s new advisory offering, consisting of robo-allocation and unlimited access to a CFP, as a Netflix-style subscription model. It’s low-priced and attracting assets, but is it the right approach? This podcast (5:27) suggests that...

Can I download this SA For FAs episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.