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The article discusses the importance of robo-advisors and online platforms in providing automated management on investment portfolios in China. Topics mentioned include the struggles of retail investors to offset potential risks and the financial advice and portfoioi management provided by various robo-advisors like Schwan Intelligent Portfolios. An overview of the development of Alpha UMa robo-advisor which helps retail investors on its investment decisions is also offered.

The article presents information related to robo-advisors, a class of financial advisors that employs algorithms such as modern portfolio theory (MPT) to conduct portfolio management and provide financial advice online. It is noted that more than 50% of this roboadvisory services market is contributed by Schwab Intelligent Portfolios, Wealthfront, and Betterment.