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- Closing Argument: Humble Arithmetic, Common Sense, and Fiduciary Responsibility vs. In-Plan Annuities
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Tag Archives: robo-advisors
The End of Human Investment Advisors Exaggeration
Only when the tide goes out do you discover who’s been swimming naked. Warren Buffett This weekend I saw yet another story on the predicted end of the human investment advisors and the takeover of the robo-advisors. Whenever I see … Continue reading
Robo-Advisers: Best Deck Chairs on the Titanic?
Much has been written recently about robo-advisers, including the perceived threat to traditional investment advisers. Robo-advisers do provide an opportunity for investors to receive asset management services, investors whose assets would not meet the high minimum requirements often charged by many … Continue reading
Posted in fiduciary compliance, investments, robo-advisors, roboadvisors, wealth management, wealth preservation
Tagged compliance, fiduciary investing, fiduciary law, investment advisers, investment analysis tools, portfolio optimization, RIA compliance, risk management, robo-advisors, roboadvisors, wealth management, wealth preservation
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Robo-advisors: Much Ado About Nothing?
I just finished reading an article about a recent debate between noted financial advisor Ric Edelman and Adam Nash, CEO of robo-advisor Wealthfront. Interestingly, Edelman suggested that robo-advisors would put many financial advisors out of business. My position is simple. … Continue reading
Posted in 401k, 401k investments, 404c, fiduciary law, investments, pension plans, retirement plans, robo-advisors, roboadvisors, wealth management, wealth preservation
Tagged 401k, asset allocation, fiduciary, fiduciary investing, fiduciary law, financial planning, financial plans, investment advisers, investment analysis tools, pension plans, portfolio optimization, retirement plans, RIA risk management, risk management, robo-advisors, roboadvisors, suitability, wealth management, wealth preservation
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The Prudent Investment Fiduciary Rules 