$10 Billion RIA Introduces Hybrid Robo Advisor Powered By Schwab

Wealthspire Advisors, the $10 billion registered investment advisory firm created via the recent merger of Sontag Advisory and Bronfman Rothschild, has launched a digital wealth management platform that will couple an automated investment management platform, powered by Schwab, with access to a Certified Financial Planner. The firm hopes Wealthspire…