Individualization of Robo-Advice

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CFA Digest
December 2017 | Vol. 47 | No. 12
Source: CFA Institute
Michael Faloon, CFA Bernd Scherer
Derek Johnson, CFA (Reviewer)



Robo-advisers are a relatively new approach to wealth management that attempts to disintermediate the classical distribution model of personalized advice. Robo-advisers help clients identify goals and risk tolerances through questionnaires. They then propose diversified portfolios through passive investments—for example, exchange-traded funds. The authors point out the benefits and drawbacks of this new advisory service.

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  • Private Wealth Management:
    • Investor Characteristics
    • ·
    • Investment Strategy and Asset Allocation
    • ·
    • Objectives
    • ·
    • Wealth Management Process
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