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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)