Recent developments such as leading robo - advisor Betterment LLC adding
human advisors show that clients still want diligent advice that goes beyond, «stick your money in a low cost index fund.»
The result is a ballot discussion happening within an easy - to - read grid
showing the voter's virtual ballot next to the endorsements of a personalized, ten - member
advisor panel, which now includes organizations as diverse as the Sierra Club, the NRA, The
Human Society and GoProud, as well as one's friends, neighbors and family.