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Hariz Arthur Maloy

Independent Financial Advisor at Promiseland Independent

01 May 2020

∙

If your own company doesn't exist and you had to choose one of the other Robo Advisors, which would you choose?

And why?

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

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?

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?

When would you advise someone to switch from one Robo advisor to another? Returns from one to another are so different for the same time period!

Why is MoneyOwl seemingly trying to upsell themselves so much here. It feels like im getting a one sided sale pitch from a company rather than an objective views of different robo-advisors?

Related Posts

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

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?

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?

When would you advise someone to switch from one Robo advisor to another? Returns from one to another are so different for the same time period!

Why is MoneyOwl seemingly trying to upsell themselves so much here. It feels like im getting a one sided sale pitch from a company rather than an objective views of different robo-advisors?

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