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Robo-Advisors: A Disruptive Innovation
- Robo-advisors target underserved young investors, a market traditional advisors ignore.
- This disruptive model, offering "good enough" solutions, improves and adds features over time.
Robo-Advisor Recommendations Vary Widely
- David Stein tested four robo-advisors with his own data and found widely varying recommendations.
- The allocations differed significantly in stock/bond ratios and specific asset classes.
Get the Robo-Advisor Summary Sheet
- Get a summary sheet comparing robo-advisor recommendations, fees, and expected returns.
- Text ROBOADVISOR to 44222 or visit the show notes.