Tag: Financial Planner

Are ‘Robo-Advisors’ Better than Financial Planners?
Opinion

Are ‘Robo-Advisors’ Better than Financial Planners?

Dear Emmy, what exactly is a ‘robo-advisor’ and are they any good? ‘Robo-advisors’ are online software companies that provide investment portfolio creation and maintenance services. Customers first complete an objectives and risk-tolerance questionnaire, then a proprietary algorithm uses that information to construct an investment strategy. The software is designed by security-industry professionals, but each individual…

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