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Summary: Robo-advisors have almost $16 billion in assets under advisement, according to Corporate Insight, and directly manage almost $4 billion. Furthermore, they’ve earned those assets in only a few years of providing online advice. There are limitations to using an online advice provider, though, according to Equity Institutional. The firm recently released a white paper addressing those limitations.
 When you’re talking about dealing with a robo-advisor, you can put in all your information and you can have your investments directed, but our advisors are telling us one of the things you can’t do is you can’t ask the why.”Jeff Kelley, senior vice president and chief operating officer, Equity Institutional. |
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