The Only Thing That Will Matter for Robo-Advisors

The term ‘robo-advisor’ refers to online investment services that deliver algorithmically derived financial advice. Robo-advisors typically provide their clients with one or more of the following features:

  • Formulaic goal-based advice,
  • Tax-smart software,
  • Globally diversified asset allocation, and
  • Index exchange-traded fund (ETF) portfolio construction.

The commoditization of these features has made it nearly impossible for robo-advisors to differentiate themsel ...

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