Sentences with phrase «traditional personal financial advisors»
This means that any advice or financial transaction initiated on your behalf by a Robo Advisor must legally always be in your best interest — just as many traditional personal financial advisors currently provide.
https://myuniversitymoney.com/ Not exact matches
What I've discovered after consulting with dozens of personal finance clients over the years is that those who do have money with a robo - advisor or a traditional wealth advisor do not keep their financial advisor updated.
But Matthew Lekushoff, a traditional financial advisor with Raymond James Ltd., says the personal interaction he offers can give him an edge.