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/