Robo Advisors

by Ryan W. Smith Technology has had a large impact on the financial advisory industry over the decades, with an outsized and growing influence in recent years. The rise of robo-advisors, the use of online …

There is an emotional side to financial planning, a connection between advisor and client that robo-advisors can simply not duplicate. Life events like weddings, health issues, divorce, and retirement are among the specific situations where …

While robo-advisory services have had explosive growth in recent years, they typically only provide portfolio management services. They will most likely have a lower cost than human advisors, with some services allowing for tax concerns …