How to Pick the Right Robo-Advisor
By Joanne Cleaver
Automated investment advisory services aim to be as easy to deal with as C-3PO, the “Star Wars” droid famous for his eagerness to help.
Unlike C-3PO, however, robo-advisors can’t talk. That means you can’t interview them to understand how they approach investing and if their approach is in sync with yours. But you can use some of the same tactics you would with a carbon-based (i.e., human) financial advisor: Understand your goals, the scope and limitations of what the digital service offers and how to kick the tires.