SWFI Robo-Advisor League Table


What is a Robo-Advisor?

Robo-advisors are a type of financial advisor that provides web-based portfolio management with almost zero human intervention. These online advisors typically use algorithms and formulas to conduct portfolio management. In the United States, robo-advisors must be registered investment advisors. Furthermore, many of these “advisors” will select low cost exchange-traded funds (ETFs), smart beta funds or index funds to invest into. This disruptive wave has put some traditional human advisors on the defensive.


SWFI Robo Advisor League Table

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