Matt Shulte | Source | Head of Financial Planning at eMoney Advisor

Matt Shulte

Head of Financial Planning at eMoney Advisor
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  • The investments made by robo advisors are often based on a risk tolerance score but don't necessarily account for other pieces of a financial plan. Automatic rebalancing may not produce the best outcomes for clients because their other assets, investments and overall financial goals are not taken into consideration.

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  • article
    3 Reasons to Avoid Robo Advisors
    Technology is turning the way investment advice is delivered on its head. Robo advisors are redefining the traditional financial advisor model by leveraging algorithm-based strategies for portfolio construction -- whether it's for stocks, mutual funds or exchange-traded funds. "Cost, convenience
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