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What’s amazing is how far behind the large wealth managers are with regards to offering services that the robo advisors do (at 1/4 the price)
by balderdash 4y ago
What’s amazing is how far behind the large wealth managers are with regards to offering services that the robo advisors do (at 1/4 the price)
- asah 4y agoHNW folks who are wondering: old school retail wealth managers attached to large institutions can be good human contacts when you have urgent needs and exceptional situations. To optimize the cost, just give them a small portion of your portfolio to manage, and put the rest in a mix of funds, robo and self-directed.