EXCELSIOR CAPITAL PRESENTS

Pros, Cons, and Features of Robo-Advisors for the Wealthy

Learn how to amass wealth – the right way, for you. In this episode, Barbara Friedberg, a former portfolio manager and university investments and finance instructor, delves into how Robo-advisors have revolutionized traditional financial advisory services.
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Podcast: Pros, Cons, and Features of Robo-Advisors for the Wealthy

Learn how to amass wealth – the right way, for you. In this episode, Barbara Friedberg, a former portfolio manager and university investments and finance instructor, delves into how robo-advisors have revolutionized traditional financial advisory services. She explains what robo-advisors are, how they can benefit investors, and how to get started. She also discloses her personal approach to money management and why understanding your risk tolerance is key for any investor. Join us to learn more about taking advantage of robo-advisors in wealth management and investing!

Key Highlights

[00:01 – 07:27] Opening Segment

  • Robo-advisors are an umbrella term for technology-enhanced investing platforms
  • Providing individuals with access to low-cost asset management
  • Hybrid models offer access to both robo and human advisors
  • How Robo-advisors are used by traditional financial advisors

[07:28 – 14:53] Fee Compression in Robo-Advisory Industry

  • Robo advisors offer investment management at lower fees than traditional financial advisors
  • The difference between traditional advisors vs Robo-advisors
  • The customization options available within the Robo-advisory field
  • How Robo-advisors provide well-diversified portfolios with low fee drag

[14:54 – 22:31] Robo-Advisors for Wealthy Investors

  • Barbara breaks down some of the best Robo-advisors
  • Robo-advisors are highly regulated and insured
  • Investments are fairly safe
  • A look at the latest developments in investment technology

[22:32 – 30:06] Exploring the Benefits of Robo-Advisors

  • How Robo-advisors create an investment portfolio with the greatest returns for a specific risk level
  • Different Robo-advisors use different asset classes
  • Robo-advisors base their assumptions on how truthful you are on the input
  • How they provide better access and education to people

[30:07 – 33:23] Closing Segment

  • Get financial security and balance
  • Focus on balance in life, not just money

Additional Links:

Barbara Friedberg Personal Finance: https://barbarafriedbergpersonalfinance.com/ 

Brian’s Linkedin: https://www.linkedin.com/in/brian-c-adams/ 

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