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The rise of robo-advisors in wealth preservation

  • Providing materials to educate investors on wealth preservation services not offered by robo-advisors
  • Offering an additional level of service beyond periodic rebalancing, even if that means an additional fee, to reduce the impact of the inevitable bear market and market corrections.
  • Allowing investors to personally make proactive changes to an account

Unlike their pre-programmed peers, living and breathing financial professionals feel the consequences of investment risks that lead to significant financial losses. They all have the same goal in protecting their clients’ financial security while shielding them from market downturns.

Eliminating the human factor can create risks that affect a client’s account financially and an advisor’s reputation professionally.

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