Advertisement

Anonymous

18 Apr 2019

∙

General Investing

Between Robo-Advisors, Banks, and Traditional FAs, why would you choose one over the other? Fees/Algorithm built systems/Investment Philosophy?

I mean because even these algos are built by the investment heads in the first place correct or is this not a factor?

I've also seen banks and FAs charge lower fees as well, so is that the biggest factor to decide?

1

Discussion (1)

What are your thoughts?

Learn how to style your text

Gabriel Tham

05 Jul 2018

Tag Team Member at Kenichi Tag Team

Depends on the type of investment advice or product you want.

For some, they prefer an automatic and simple investment approach such as Dollar cost averaging.

For some, may prefer a more tailored approach, choosing the right funds etc

Reply

Save

Write your thoughts

Related Posts

I am currently deciding to invest using a robo-advisor and would appreciate if those currently using robo-advisors can share your various considerations in choosing your advisor?

What are robo-advisors and how do they work? How is it different from the traditional way to invest? Would I need a CDP as well? Many people seem to be advising robo-advisors but why?

With large investible assets (3M+), should we diversify them across different robo-advisors or consider consolidate them under one robo-advisor or even consider private banking for personalized fund?

It’s not a big amount but what should I do with $800? Keep in my bank or invest in a robo-advisor? If robo-advisor, which would you recommend and what portfolio?

I am currently doing DCA with a few robo Advisors to try out their UIs and after being at it for a while, I would like to consolidate to just one robo advisor. How do I consolidate my investments with Robo-Advisors from 2 of them to 1?

Related Posts

I am currently deciding to invest using a robo-advisor and would appreciate if those currently using robo-advisors can share your various considerations in choosing your advisor?

What are robo-advisors and how do they work? How is it different from the traditional way to invest? Would I need a CDP as well? Many people seem to be advising robo-advisors but why?

With large investible assets (3M+), should we diversify them across different robo-advisors or consider consolidate them under one robo-advisor or even consider private banking for personalized fund?

It’s not a big amount but what should I do with $800? Keep in my bank or invest in a robo-advisor? If robo-advisor, which would you recommend and what portfolio?

I am currently doing DCA with a few robo Advisors to try out their UIs and after being at it for a while, I would like to consolidate to just one robo advisor. How do I consolidate my investments with Robo-Advisors from 2 of them to 1?

Advertisement