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Monday, September 28, 2020

The Main Weakness of Robo-Advisors and How You Can Capitalize

Wealthfront brought the Markowitz optimization algorithm to the masses and in many ways the company is a symbol of the democratization of risk management that’s now going on… Let’s use Wealthfront’s questionnaire as an example. I absolutely do not mean to pick on Wealthfront here; rather I am using them as an example as one of the leaders in the industry. Here are the questions that Wealthfront asks…

Read the rest of the article in the Journal of Financial Planning Blog HERE

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