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There are three types of robo-advisors - those that allow investors to do everything themselves through a website, advisors that use technology to communicate with clients, and established companies that recently expanded their online advice offerings. Robo-advisors differ from financial advisors in that they generate model portfolios rather than personalizing them, communicate online rather than in person, offer only portfolio management rather than financial planning, and have lower costs through passive management. Investors that may benefit are those with uncomplicated finances, who are comfortable banking online, don't like to meddle, and got through the 2008-2009 financial crisis without panicking.
There are three types of robo-advisors - those that allow investors to do everything themselves through a website, advisors that use technology to communicate with clients, and established companies that recently expanded their online advice offerings. Robo-advisors differ from financial advisors in that they generate model portfolios rather than personalizing them, communicate online rather than in person, offer only portfolio management rather than financial planning, and have lower costs through passive management. Investors that may benefit are those with uncomplicated finances, who are comfortable banking online, don't like to meddle, and got through the 2008-2009 financial crisis without panicking.
There are three types of robo-advisors - those that allow investors to do everything themselves through a website, advisors that use technology to communicate with clients, and established companies that recently expanded their online advice offerings. Robo-advisors differ from financial advisors in that they generate model portfolios rather than personalizing them, communicate online rather than in person, offer only portfolio management rather than financial planning, and have lower costs through passive management. Investors that may benefit are those with uncomplicated finances, who are comfortable banking online, don't like to meddle, and got through the 2008-2009 financial crisis without panicking.
o Pure technology website without advisors that allow investors to do
everything themselves (eg. Motif Investing & Jemstep) o Advisors who use technology only to communicate with clients (eg. Personal Capital and Learnvest) o Established companies that recently expanded online advice offering (eg. Vanguard & Edelman Online) Primary differences between robo advisors & financial advisors Robo Generate model portfolio
Financial advisors Personalizes portfolio for specific situation In person also Financial planning and other services Offer passive or active management
Communication limited online
Limit services to portfolio management Passive in terms of security selection & market timing Lower costs Higher costs What kind of investors may benefit from robo-advisors? o Dont have complicated finances o Comfortable with banking online o Dont like to meddle o Got through 08-09 without panicking
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