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FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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How to Assess a Robo Advisor

How to Assess a Robo Advisor (Re-Broadcast)

Wednesday, June 14, 2017
View in iTunes
Many robo advisors do not do a very thorough job, as they don't collect the personal, financial and risk tolerance data they need to give good advice and make suitable investment recommendations. This podcast explains how to distinguish a good robo from a bad robo. (First broadcast October 2015)