Nicholas Pension Consultants
Compensation Strategies Group, Ltd.
Nova 401(k) Associates
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|Robo-Advisers: Best Deck Chairs on the Titanic?|
The Prudent Investment Adviser Rules
Sept. 15, 2015
"Many of the current robo-advisers offer automatic rebalancing services, which automatically [adjust] an investor's portfolio allocations to their original percentages once certain thresholds are breached. The rebalancing takes place without regard to factors such as overall economic and/or stock market conditions. And therein lies the potential threat to an investor's financial well-being, and the opportunity for traditional investment advisers to establish their value proposition to investors."
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