Posts tagged with: robo-advisors

How Personal is Your Robo-Advisor?

I just returned from the RIIA (Retirement Income Industry Association) Fall Conference in Charlotte where I gave a presentation on emerging robo-advisors and financial planning. For most of you, sitting through a conference listening to talks about retirement income probably ranks somewhere between […]

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  • 2014-04-25_10-15-09

Fundedness and Robo-Advisors: Are you a Robo-Advisor?

The rise of web-based robo-advisors has many in the industry speculating about what’s missing from robo services. The usual answer, of course, is the humans, ie, sapient advisors and planners. Maybe. After all, robo-advice, though highly systematized, comes from humans, […]

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