Tag: Robo Advisor

Important Aspects of Financial Planning in the New Digital Economy

The world is a lot different today than it was for the previous generations. The way your parents or grandparents prepared for their retirement and...

What is a Robo-Advisor and Should you use one?

 In the year 2020, more than 10 million brokerage accounts were opened by investors in America, despite the coronavirus pandemic. The economic shock induced by...

Choosing Between a Financial Advisor and a Robo Advisor

In the past few years, much has been written about the rise of robo advisors, websites offering automated investment-allocation advice and other portfolio management services....

Define Robo – The Top 8 Questions Investors Ask About Robo Advisors

The robo advisor revolution, which started off with such promise, seems to have lost momentum. These automated digital-advisory services attracted a sizable amount of investor...

Robo Advisor and Online Financial Advisor – Is There a Difference?

A Robo Advisor and Online Financial Advisor (OFA) are the same type of service provider. They both provide online investment advisory services. You do not...

Why Robo Advisors Are Not Cutting Edge

I’m an obsessive trend-tracker and it came as no surprise when friends and colleagues started forwarding an article from Bloomberg about the rise of the...

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