Roi Y. Tavor | Source | CEO & Co-Founder at Nummo
Roi Y. Tavor
Roi spent his entire career in the financial industry servicing wealth management clients. Amongst others, Roi served on Julius Baer’s Management Advisory Board being recognized as one of the bank’s top 40 executives. With a profound desire to help others improve their financial health Roi decided to build Nummo.
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Nummo (https://www.nummo.com)
CEO & Co-Founder
started Dec 2017 -
Julius Baer (https://www.juliusbaer.com/global/en/home/)
Member, Management Advisory Board
Mar 2014 – Dec 2017
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The Best Robo-Advisors in a Down Market
Nummo announces inaugural Nummo Robo Ranking 2019, an in-depth analysis and ranking of popular robo-advisors down to the portfolio level
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Hybridity Key To Betterment’s New Initiatives
Since 2010, Betterment has efficiently leveraged automated investing, relying on algorithms and automation technology to manage client investment portfolios. Increasingly, that success story is being rewritten to include actual human advisors to the Betterment line-up.
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Betterment has been at the forefront of the robo-advisor industry. Due to customer segmentation, most large banks such JP Morgan, Morgan Stanley, Merrill Lynch or Goldman Sachs offer comprehensive human advice services only to customers with account balances in excess of $5 million. Anything else no longer appears to be economical.
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Robo-advisors were fortunate in that they launched during a strong bull market, but that changed in 2018 and with it the performance of these portfolios.
